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
$202M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.46M
3
+$1.44M
4
NOK icon
Nokia
NOK
+$1.15M
5
NOMD icon
Nomad Foods
NOMD
+$639K

Top Sells

1
+$1.01M
2
+$876K
3
+$570K
4
AEM icon
Agnico Eagle Mines
AEM
+$420K
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
251
$28K 0.01%
400
252
$28K 0.01%
86
+35
253
$28K 0.01%
476
-50
254
$27K 0.01%
763
255
$27K 0.01%
137
256
$27K 0.01%
659
+525
257
$27K 0.01%
208
-43
258
$26K 0.01%
107
259
$26K 0.01%
180
260
$25K 0.01%
600
261
$25K 0.01%
70
262
$25K 0.01%
760
263
$25K 0.01%
375
264
$24K 0.01%
43
+3
265
$24K 0.01%
1,150
266
$22K 0.01%
340
-3,364
267
$22K 0.01%
2,131
-500
268
$22K 0.01%
300
269
$22K 0.01%
245
270
$21K 0.01%
371
271
$21K 0.01%
340
272
$21K 0.01%
475
273
$20K 0.01%
+250
274
$18K 0.01%
200
275
$18K 0.01%
110
9 10
11
12 13