CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$1.54M
2
+$1.46M
3
+$1.44M
4
NOK icon
Nokia
NOK
+$1.15M
5
NOMD icon
Nomad Foods
NOMD
+$639K

Top Sells

1
+$1.01M
2
+$876K
3
+$570K
4
AEM icon
Agnico Eagle Mines
AEM
+$420K
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
101
$290K 0.14%
5,883
+200
102
$283K 0.14%
3,025
+218
103
$282K 0.14%
9,180
104
$281K 0.14%
4,048
105
$276K 0.14%
1,663
+128
106
$272K 0.13%
20,120
+120
107
$271K 0.13%
7,550
-1,000
108
$259K 0.13%
2,228
109
$255K 0.13%
8,118
-800
110
$251K 0.12%
1,480
+160
111
$237K 0.12%
668
+43
112
$236K 0.12%
850
113
$234K 0.12%
1,383
-42
114
$228K 0.11%
6,277
-200
115
$222K 0.11%
2,251
116
$217K 0.11%
662
117
$210K 0.1%
1,421
+34
118
$208K 0.1%
697
-230
119
$208K 0.1%
215
120
$207K 0.1%
1,052
-323
121
$201K 0.1%
1,400
122
$199K 0.1%
790
-150
123
$197K 0.1%
2,680
-320
124
$195K 0.1%
1,023
+79
125
$194K 0.1%
2,340
+2,163
3 4
5
6 7