CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.24M
3
+$1.21M
4
KRC icon
Kilroy Realty
KRC
+$1.03M
5
GRNB icon
VanEck Green Bond ETF
GRNB
+$976K

Top Sells

1
+$8.34M
2
+$1.43M
3
+$586K
4
HIFS icon
Hingham Institution for Saving
HIFS
+$555K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$433K

Sector Composition

1 Healthcare 18.97%
2 Technology 17.22%
3 Consumer Staples 15.61%
4 Real Estate 11.56%
5 Financials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$305K 0.1%
1,139
-175
127
$303K 0.1%
1,741
-100
128
$290K 0.09%
1,353
+100
129
$285K 0.09%
765
130
$284K 0.09%
4,640
-327
131
$274K 0.09%
1,452
132
$272K 0.09%
20,500
-6,500
133
$271K 0.09%
4,600
-172
134
$270K 0.09%
1,000
135
$266K 0.09%
662
-5
136
$257K 0.08%
1,008
137
$252K 0.08%
2,167
-433
138
$244K 0.08%
1,063
-85
139
$236K 0.08%
2,495
140
$235K 0.08%
653
141
$230K 0.07%
1,765
142
$229K 0.07%
1,059
143
$226K 0.07%
15,000
144
$224K 0.07%
1,320
145
$224K 0.07%
4,650
-93
146
$216K 0.07%
21,650
+1,000
147
$213K 0.07%
1,100
148
$213K 0.07%
2,794
149
$212K 0.07%
6,838
-1,280
150
$208K 0.07%
2,595
-200
4 5
6
7 8