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
51
$1.07M 0.48%
2,050
-23
52
$1.02M 0.45%
42,600
+180
53
$1M 0.44%
2,300
+500
54
$887K 0.39%
3,825
55
$833K 0.37%
17,800
56
$806K 0.36%
24,781
-55
57
$792K 0.35%
5,589
+1,249
58
$763K 0.34%
14,521
59
$709K 0.31%
2,283
60
$704K 0.31%
4,716
61
$657K 0.29%
5,730
-422
62
$647K 0.29%
11,644
63
$630K 0.28%
12,885
64
$623K 0.28%
6,727
+66
65
$621K 0.28%
5,830
+1,095
66
$600K 0.27%
27,200
+4,700
67
$567K 0.25%
13,885
-150
68
$551K 0.24%
4,108
-780
69
$532K 0.24%
10,240
70
$531K 0.24%
6,657
71
$524K 0.23%
7,785
-275
72
$518K 0.23%
15,633
+2,951
73
$512K 0.23%
14,950
74
$504K 0.22%
8,250
75
$502K 0.22%
4,427
1 2
3
4 5