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
$191M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.52M
3
+$759K
4
HR icon
Healthcare Realty
HR
+$500K
5
UN
Unilever NV New York Registry Shares
UN
+$446K

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.56M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.33M
5
BHB icon
Bar Harbor Bankshares
BHB
+$908K

Sector Composition

1 Healthcare 23.87%
2 Technology 13.72%
3 Consumer Staples 13.26%
4 Financials 12.2%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.02%
551
227
$38K 0.02%
721
-200
228
$35K 0.02%
400
-400
229
$33K 0.01%
865
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230
$33K 0.01%
381
231
$33K 0.01%
526
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232
$33K 0.01%
315
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233
$33K 0.01%
260
234
$31K 0.01%
440
235
$31K 0.01%
3,200
236
$31K 0.01%
251
+43
237
$31K 0.01%
104
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238
$30K 0.01%
+2,631
239
$29K 0.01%
721
-200
240
$29K 0.01%
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241
$29K 0.01%
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242
$29K 0.01%
600
243
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244
$29K 0.01%
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245
$28K 0.01%
107
246
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247
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248
$27K 0.01%
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249
$27K 0.01%
212
250
$27K 0.01%
305
8 9
10
11 12