CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$1.86M
2
+$1.44M
3
+$1.23M
4
KRC icon
Kilroy Realty
KRC
+$1.06M
5
GRNB icon
VanEck Green Bond ETF
GRNB
+$979K

Top Sells

1
+$8.34M
2
+$1.43M
3
+$575K
4
HIFS icon
Hingham Institution for Saving
HIFS
+$498K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$470K

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 5.31%
89,816
-1,179
2
$11.7M 3.89%
436,510
+36,467
3
$9.52M 3.17%
172,686
+1,808
4
$8.17M 2.72%
346,800
-3,155
5
$7.69M 2.56%
127,053
+382
6
$7.15M 2.38%
142,646
+6,445
7
$6.76M 2.25%
227,851
+7,355
8
$6.71M 2.23%
449,124
-17,940
9
$6.57M 2.18%
348,667
+13,052
10
$6.56M 2.18%
97,352
-1,660
11
$6.35M 2.11%
119,477
-8,142
12
$6.32M 2.1%
15,047
-1,321
13
$5.98M 1.99%
113,226
-26,986
14
$5.97M 1.99%
124,472
-2,594
15
$5.44M 1.81%
210,558
+4,100
16
$5.38M 1.79%
84,965
-2,362
17
$4.61M 1.53%
54,044
+97
18
$4.6M 1.53%
13,668
-62
19
$4.57M 1.52%
18,545
20
$4.48M 1.49%
134,137
-10,400
21
$4.16M 1.39%
74,638
+5,740
22
$4.14M 1.38%
24,180
+5
23
$4.05M 1.35%
84,089
-1,390
24
$4.01M 1.34%
41,539
25
$3.96M 1.32%
155,779
+11,775
1
2 3 4 5