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
251
$27K 0.01%
80
-67
252
$26K 0.01%
600
253
$26K 0.01%
763
254
$25K 0.01%
239
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$25K 0.01%
450
256
$24K 0.01%
300
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$23K 0.01%
1,150
-487
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40
262
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$21K 0.01%
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-72
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375
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266
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475
267
$19K 0.01%
+16
268
$18K 0.01%
415
269
$18K 0.01%
451
270
$18K 0.01%
+110
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$17K 0.01%
140
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$17K 0.01%
616
-305
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$16K 0.01%
291
-365
274
$16K 0.01%
612
275
$16K 0.01%
51
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