CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.28M
3
+$1.28M
4
NOK icon
Nokia
NOK
+$1M
5
NOMD icon
Nomad Foods
NOMD
+$686K

Top Sells

1
+$1.15M
2
+$798K
3
+$520K
4
AEM icon
Agnico Eagle Mines
AEM
+$438K
5
BHB icon
Bar Harbor Bankshares
BHB
+$318K

Sector Composition

1 Healthcare 22.21%
2 Technology 14.72%
3 Consumer Staples 14.44%
4 Financials 12.25%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.02%
+528
227
$46K 0.02%
895
228
$46K 0.02%
351
229
$45K 0.02%
1,300
230
$45K 0.02%
1,092
231
$45K 0.02%
144
+40
232
$44K 0.02%
+1,900
233
$41K 0.02%
1,437
+821
234
$41K 0.02%
551
235
$40K 0.02%
+2,216
236
$39K 0.02%
129
237
$39K 0.02%
568
238
$37K 0.02%
440
239
$36K 0.01%
1,249
240
$35K 0.01%
381
241
$34K 0.01%
100
+75
242
$34K 0.01%
260
243
$33K 0.01%
1,459
-1
244
$33K 0.01%
300
-100
245
$32K 0.01%
212
246
$32K 0.01%
600
247
$30K 0.01%
111
248
$30K 0.01%
3,200
249
$29K 0.01%
835
-30
250
$29K 0.01%
80
8 9
10
11 12