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
$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
351
$2K ﹤0.01%
+22
352
$2K ﹤0.01%
+23
353
$2K ﹤0.01%
5
354
$2K ﹤0.01%
10
355
$2K ﹤0.01%
50
356
$2K ﹤0.01%
+26
357
$2K ﹤0.01%
100
-500
358
$2K ﹤0.01%
+150
359
$2K ﹤0.01%
+30
360
$1K ﹤0.01%
+22
361
$1K ﹤0.01%
+7
362
$1K ﹤0.01%
+14
363
$1K ﹤0.01%
100
364
$1K ﹤0.01%
+34
365
$1K ﹤0.01%
+13
366
$1K ﹤0.01%
22
367
$1K ﹤0.01%
+18
368
$1K ﹤0.01%
+3
369
– –
-1,000
370
– –
-950
371
– –
-1,500
372
– –
-415
373
– –
-239
374
– –
-100
375
– –
0
12 13 14
15
16