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
1
$15.9M 5.1%
89,816
-1,179
2
$11.7M 3.73%
436,510
+36,467
3
$9.52M 3.04%
172,686
+1,808
4
$8.17M 2.61%
346,800
-3,155
5
$7.69M 2.46%
142,935
+430
6
$7.15M 2.28%
142,646
+6,445
7
$6.76M 2.16%
227,851
+7,355
8
$6.71M 2.14%
449,124
-17,940
9
$6.57M 2.1%
348,667
+13,052
10
$6.56M 2.1%
97,352
-1,660
11
$6.35M 2.03%
119,477
-8,142
12
$6.32M 2.02%
15,047
-1,321
13
$5.98M 1.91%
113,226
-26,986
14
$5.97M 1.91%
124,472
-2,594
15
$5.44M 1.74%
210,558
+4,100
16
$5.38M 1.72%
84,965
-2,362
17
$4.61M 1.47%
54,044
+97
18
$4.6M 1.47%
13,668
-62
19
$4.57M 1.46%
18,545
20
$4.48M 1.43%
134,137
-10,400
21
$4.16M 1.33%
74,638
+5,740
22
$4.14M 1.32%
24,180
+5
23
$4.05M 1.29%
84,089
-1,390
24
$4.01M 1.28%
41,539
25
$3.96M 1.26%
155,779
+11,775
1
2 3 4 5