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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.5K 0.01%
789
-4,645
302
$14.7K 0.01%
63
303
$14.7K 0.01%
181
304
$14.6K 0.01%
78
305
$14.4K 0.01%
195
306
$13.9K 0.01%
159
+1
307
$13.4K 0.01%
36
308
$13.2K 0.01%
90
309
$13.1K 0.01%
200
310
$13K 0.01%
67
311
$12.9K 0.01%
170
+1
312
$12.7K 0.01%
98
+2
313
$12.7K 0.01%
200
314
$11.6K 0.01%
6,000
315
$11.4K 0.01%
450
316
$11.1K ﹤0.01%
900
317
$10.5K ﹤0.01%
155
318
$10.3K ﹤0.01%
51
319
$9.66K ﹤0.01%
250
320
$8.95K ﹤0.01%
138
321
$8.34K ﹤0.01%
58
322
$8.22K ﹤0.01%
930
323
$7.92K ﹤0.01%
115
324
$7.8K ﹤0.01%
65
325
$7.62K ﹤0.01%
+99
11 12
13
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