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

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
176
$149K 0.05%
1,734
-1,158
177
$148K 0.05%
2,185
178
$147K 0.05%
660
179
$147K 0.05%
1,424
180
$145K 0.05%
3,945
181
$145K 0.05%
4,298
182
$144K 0.05%
1,270
183
$143K 0.05%
4,470
184
$140K 0.04%
812
-175
185
$137K 0.04%
2,848
186
$131K 0.04%
791
-810
187
$130K 0.04%
3,095
188
$129K 0.04%
2,207
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189
$129K 0.04%
2,610
190
$127K 0.04%
616
191
$124K 0.04%
2,133
192
$123K 0.04%
2,259
193
$122K 0.04%
810
194
$121K 0.04%
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195
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726
196
$120K 0.04%
4,800
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197
$118K 0.04%
250
198
$117K 0.04%
593
-742
199
$116K 0.04%
1,933
200
$116K 0.04%
1,250