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
301
$11K 0.01%
72
302
$11K 0.01%
200
303
$10K 0.01%
172
304
$10K 0.01%
600
-2,740
305
$10K 0.01%
447
306
$10K 0.01%
+499
307
$10K 0.01%
46
+36
308
$9K ﹤0.01%
+52
309
$9K ﹤0.01%
169
-100
310
$9K ﹤0.01%
14
311
$9K ﹤0.01%
+132
312
$9K ﹤0.01%
+170
313
$9K ﹤0.01%
450
314
$8K ﹤0.01%
100
315
$8K ﹤0.01%
+106
316
$8K ﹤0.01%
+210
317
$8K ﹤0.01%
+70
318
$8K ﹤0.01%
136
-114
319
$8K ﹤0.01%
+55
320
$8K ﹤0.01%
298
321
$8K ﹤0.01%
+24
322
$8K ﹤0.01%
65
323
$8K ﹤0.01%
90
324
$7K ﹤0.01%
+68
325
$7K ﹤0.01%
350
11 12
13
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