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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50.1K 0.02%
1,080
227
$49.5K 0.02%
469
+1
228
$49.5K 0.02%
133
-27
229
$49.2K 0.02%
443
-37
230
$47.4K 0.02%
4,000
231
$47.2K 0.02%
1,400
232
$46.6K 0.02%
216
233
$46.6K 0.02%
659
234
$46.4K 0.02%
141
235
$45.7K 0.02%
100
236
$45.5K 0.02%
75
237
$45.1K 0.02%
82
238
$44.1K 0.02%
+400
239
$43K 0.02%
797
+100
240
$42.8K 0.02%
400
241
$42K 0.02%
900
242
$41K 0.02%
320
243
$40.7K 0.02%
100
244
$40.1K 0.02%
1,698
245
$39K 0.02%
1,392
246
$38.7K 0.02%
315
247
$38.2K 0.02%
406
248
$37.1K 0.02%
2,216
249
$36.8K 0.02%
750
-500
250
$36.2K 0.02%
1,500
8 9
10
11 12