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
26
$2.44M 0.99%
70,384
-1,766
27
$2.36M 0.96%
41,450
-4,080
28
$2.35M 0.95%
601,129
+256,385
29
$2.28M 0.92%
6,981
-84
30
$2.25M 0.91%
211,792
+520
31
$2.2M 0.89%
65,648
-15,480
32
$2.13M 0.87%
9,399
-187
33
$2.12M 0.86%
70,005
+47,705
34
$2.06M 0.84%
25,791
-219
35
$1.98M 0.8%
13,666
36
$1.91M 0.77%
21,094
-630
37
$1.84M 0.75%
29,140
-12,638
38
$1.83M 0.74%
9,469
-365
39
$1.78M 0.72%
51,963
-2,515
40
$1.63M 0.66%
3,701
-17
41
$1.43M 0.58%
6,875
-6
42
$1.36M 0.55%
9,823
+22
43
$1.28M 0.52%
+61,030
44
$1.26M 0.51%
4,531
45
$1.24M 0.5%
20,821
-114
46
$1.22M 0.49%
10,518
-125
47
$1.14M 0.46%
17,155
-195
48
$1.08M 0.44%
8,036
+74
49
$1.05M 0.43%
13,296
+143
50
$1.04M 0.42%
9,036
+14
1
2
3 4 5