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
201
$111K 0.04%
445
202
$110K 0.04%
1,454
203
$109K 0.03%
504
204
$108K 0.03%
1,900
205
$107K 0.03%
6,863
+78
206
$106K 0.03%
508
207
$105K 0.03%
415
+10
208
$105K 0.03%
893
209
$105K 0.03%
3,490
+36
210
$105K 0.03%
1,500
211
$103K 0.03%
652
212
$103K 0.03%
6,424
+52
213
$102K 0.03%
68,000
-52,000
214
$102K 0.03%
6,171
+42
215
$102K 0.03%
+12,900
216
$101K 0.03%
1,351
217
$97K 0.03%
1,125
218
$95K 0.03%
1,435
219
$95K 0.03%
1,650
220
$94K 0.03%
680
221
$92K 0.03%
800
-100
222
$89K 0.03%
261
+212
223
$88K 0.03%
213
224
$88K 0.03%
291
+25
225
$86K 0.03%
739
+101
7 8
9
10 11