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
351
$3.07K ﹤0.01%
1
352
$3.03K ﹤0.01%
100
353
$2.96K ﹤0.01%
100
354
$2.56K ﹤0.01%
70
355
$2.35K ﹤0.01%
76
-4,788
356
$2.19K ﹤0.01%
40
-850
357
$2.13K ﹤0.01%
110
358
$1.77K ﹤0.01%
100
359
$1.71K ﹤0.01%
+111
360
$1.38K ﹤0.01%
22
361
$1.31K ﹤0.01%
50
362
$837 ﹤0.01%
20
363
$802 ﹤0.01%
85
364
$623 ﹤0.01%
5
-3
365
$558 ﹤0.01%
18
366
$548 ﹤0.01%
200
367
$401 ﹤0.01%
+1
368
$355 ﹤0.01%
222
369
$96 ﹤0.01%
1
370
$80 ﹤0.01%
+2
371
$41 ﹤0.01%
+1
372
$18 ﹤0.01%
+3
373
$17 ﹤0.01%
50
374
– –
0
375
$13 ﹤0.01%
450
13 14
15
16 17