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
76
$493K 0.22%
3,133
-210
77
$488K 0.22%
9,110
+300
78
$481K 0.21%
1,203
+500
79
$475K 0.21%
3,132
80
$461K 0.2%
3,883
81
$454K 0.2%
5,349
+1,000
82
$454K 0.2%
1,222
+502
83
$443K 0.2%
42,472
+1,470
84
$401K 0.18%
5,900
85
$383K 0.17%
4,330
-3,970
86
$375K 0.17%
3,336
-317
87
$353K 0.16%
3,901
+358
88
$345K 0.15%
7,895
-20
89
$342K 0.15%
1,362
90
$337K 0.15%
9,129
91
$335K 0.15%
6,243
92
$333K 0.15%
2,267
93
$329K 0.15%
5,135
-200
94
$323K 0.14%
1,591
95
$320K 0.14%
10,171
-1,646
96
$320K 0.14%
565
-15
97
$313K 0.14%
2,354
98
$307K 0.14%
1,466
+400
99
$304K 0.13%
2,078
-147
100
$303K 0.13%
6,859
-26
2 3
4
5 6