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
76
$432K 0.18%
85,000
-8,000
77
$419K 0.17%
19,440
+66
78
$408K 0.17%
12,700
-600
79
$400K 0.16%
2,543
80
$389K 0.16%
1,974
+24
81
$388K 0.16%
3,564
82
$373K 0.15%
1,575
83
$366K 0.15%
2,675
84
$362K 0.15%
2,989
+2
85
$357K 0.14%
3,747
-340
86
$355K 0.14%
7,671
+41
87
$350K 0.14%
3,935
+75
88
$350K 0.14%
3,370
-65
89
$347K 0.14%
5,757
+157
90
$347K 0.14%
2,520
91
$345K 0.14%
8,380
-6,570
92
$343K 0.14%
2,180
+120
93
$334K 0.14%
2,003
+46
94
$332K 0.13%
3,790
+100
95
$332K 0.13%
16,176
-15,478
96
$328K 0.13%
3,271
+9
97
$323K 0.13%
5,900
98
$316K 0.13%
8,066
99
$312K 0.13%
3,914
+31
100
$302K 0.12%
2,409
+130
2 3
4
5 6