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
276
$18K 0.01%
+216
277
$17K 0.01%
291
278
$17K 0.01%
612
279
$17K 0.01%
451
280
$17K 0.01%
16
281
$16K 0.01%
+69
282
$16K 0.01%
140
283
$16K 0.01%
51
284
$16K 0.01%
+52
285
$15K 0.01%
591
286
$14K 0.01%
+196
287
$14K 0.01%
112
288
$14K 0.01%
300
289
$14K 0.01%
60
-126
290
$13K 0.01%
370
291
$13K 0.01%
550
292
$13K 0.01%
362
293
$12K ﹤0.01%
+200
294
$12K ﹤0.01%
+49
295
$12K ﹤0.01%
+125
296
$12K ﹤0.01%
200
297
$12K ﹤0.01%
141
-41
298
$12K ﹤0.01%
142
299
$11K ﹤0.01%
105
-200
300
$11K ﹤0.01%
328
10 11
12
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