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
51
$973K 0.39%
27,148
52
$850K 0.34%
7,065
53
$720K 0.29%
14,790
54
$711K 0.29%
20,422
-612
55
$705K 0.29%
6,428
-740
56
$695K 0.28%
17,270
-300
57
$688K 0.28%
24,015
-935
58
$687K 0.28%
78,000
-16,000
59
$686K 0.28%
11,030
-100
60
$679K 0.28%
28,365
+6,475
61
$657K 0.27%
8,960
-400
62
$656K 0.27%
15,105
63
$636K 0.26%
1,900
+6
64
$595K 0.24%
4,799
-50
65
$595K 0.24%
21,150
+550
66
$585K 0.24%
11,300
+211
67
$583K 0.24%
4,080
68
$577K 0.23%
2,709
69
$523K 0.21%
3,533
+28
70
$509K 0.21%
5,060
71
$486K 0.2%
6,100
-5,500
72
$476K 0.19%
13,079
73
$467K 0.19%
12,890
-100
74
$454K 0.18%
4,502
75
$438K 0.18%
7,042
-108
1 2
3
4 5