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
151
$206K 0.07%
795
152
$202K 0.06%
4,896
153
$198K 0.06%
1,387
154
$192K 0.06%
2,200
155
$190K 0.06%
1,110
156
$190K 0.06%
2,065
+23
157
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12,634
+8,325
158
$186K 0.06%
2,132
-97
159
$185K 0.06%
6,400
-350
160
$185K 0.06%
1,185
-115
161
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1,915
162
$175K 0.06%
498
163
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3,200
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164
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566
165
$167K 0.05%
8,800
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166
$165K 0.05%
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167
$164K 0.05%
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168
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169
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170
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725
171
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172
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173
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174
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-2,035
175
$153K 0.05%
841
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