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
351
$2K ﹤0.01%
+26
352
$2K ﹤0.01%
+15
353
$2K ﹤0.01%
+22
354
$2K ﹤0.01%
+23
355
$2K ﹤0.01%
5
356
$2K ﹤0.01%
50
357
$2K ﹤0.01%
100
-500
358
$2K ﹤0.01%
+150
359
$2K ﹤0.01%
+30
360
$1K ﹤0.01%
+7
361
$1K ﹤0.01%
+14
362
$1K ﹤0.01%
100
363
$1K ﹤0.01%
+34
364
$1K ﹤0.01%
+13
365
$1K ﹤0.01%
22
366
$1K ﹤0.01%
+18
367
$1K ﹤0.01%
+3
368
$1K ﹤0.01%
+22
369
– –
-522
370
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-12
371
– –
-1,000
372
– –
-950
373
– –
-1,500
374
– –
-415
375
– –
-239
12 13 14
15
16