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
276
$16K 0.01%
200
-55
277
$16K 0.01%
300
-752
278
$16K 0.01%
400
-1,608
279
$15K 0.01%
250
280
$15K 0.01%
269
-1,702
281
$15K 0.01%
328
-121
282
$15K 0.01%
300
283
$15K 0.01%
51
284
$15K 0.01%
177
285
$14K 0.01%
+1,500
286
$14K 0.01%
+112
287
$14K 0.01%
142
288
$13K 0.01%
550
289
$13K 0.01%
362
290
$13K 0.01%
200
-408
291
$13K 0.01%
591
292
$13K 0.01%
180
-75
293
$12K 0.01%
370
294
$12K 0.01%
3,500
-1,500
295
$12K 0.01%
182
-418
296
$10K ﹤0.01%
447
297
$10K ﹤0.01%
72
298
$10K ﹤0.01%
200
-307
299
$10K ﹤0.01%
600
300
$9K ﹤0.01%
172
10 11
12
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