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
326
$7K ﹤0.01%
324
327
$7K ﹤0.01%
136
328
$7K ﹤0.01%
89
329
$7K ﹤0.01%
350
330
$7K ﹤0.01%
+68
331
$6K ﹤0.01%
+188
332
$6K ﹤0.01%
+20
333
$6K ﹤0.01%
74
334
$6K ﹤0.01%
+90
335
$5K ﹤0.01%
+98
336
$5K ﹤0.01%
240
337
$5K ﹤0.01%
+24
338
$5K ﹤0.01%
91
339
$5K ﹤0.01%
100
340
$5K ﹤0.01%
+1,250
341
$4K ﹤0.01%
170
342
$4K ﹤0.01%
+26
343
$4K ﹤0.01%
350
344
$4K ﹤0.01%
144
+35
345
$4K ﹤0.01%
262
346
$4K ﹤0.01%
250
347
$4K ﹤0.01%
+50
348
$3K ﹤0.01%
+17
349
$3K ﹤0.01%
295
350
$2K ﹤0.01%
+30
12 13
14
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