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
301
$8K ﹤0.01%
298
302
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65
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$8K ﹤0.01%
25
-120
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$8K ﹤0.01%
450
305
$7K ﹤0.01%
350
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307
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14
308
$7K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
250
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$6K ﹤0.01%
+140
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$6K ﹤0.01%
+134
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$6K ﹤0.01%
63
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$5K ﹤0.01%
100
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$5K ﹤0.01%
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$5K ﹤0.01%
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321
$5K ﹤0.01%
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$4K ﹤0.01%
350
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$4K ﹤0.01%
170
324
$3K ﹤0.01%
109
325
$3K ﹤0.01%
295
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