CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
301
$11K ﹤0.01%
328
302
$11K ﹤0.01%
105
-200
303
$10K ﹤0.01%
600
-2,740
304
$10K ﹤0.01%
172
305
$10K ﹤0.01%
46
+36
306
$10K ﹤0.01%
+499
307
$10K ﹤0.01%
447
308
$9K ﹤0.01%
450
309
$9K ﹤0.01%
+170
310
$9K ﹤0.01%
+132
311
$9K ﹤0.01%
14
312
$9K ﹤0.01%
169
-100
313
$9K ﹤0.01%
+52
314
$8K ﹤0.01%
+210
315
$8K ﹤0.01%
90
316
$8K ﹤0.01%
65
317
$8K ﹤0.01%
+24
318
$8K ﹤0.01%
298
319
$8K ﹤0.01%
+55
320
$8K ﹤0.01%
+106
321
$8K ﹤0.01%
100
322
$8K ﹤0.01%
136
-114
323
$8K ﹤0.01%
+70
324
$7K ﹤0.01%
271
325
$7K ﹤0.01%
63
11 12
13
14 15