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
101
$301K 0.13%
1,088
+300
102
$293K 0.13%
2,686
103
$289K 0.13%
983
104
$287K 0.13%
1,596
105
$280K 0.12%
962
106
$269K 0.12%
1,260
107
$262K 0.12%
3,468
+328
108
$260K 0.12%
1,975
-131
109
$249K 0.11%
4,725
-123
110
$238K 0.11%
215
111
$237K 0.11%
4,180
112
$220K 0.1%
2,510
-400
113
$217K 0.1%
1,133
-33
114
$207K 0.09%
1,956
-4
115
$195K 0.09%
4,600
+1,200
116
$192K 0.09%
630
117
$186K 0.08%
3,920
+700
118
$185K 0.08%
725
119
$184K 0.08%
1,176
120
$182K 0.08%
3,000
121
$181K 0.08%
397
122
$180K 0.08%
1,052
123
$178K 0.08%
670
124
$172K 0.08%
859
-141
125
$170K 0.08%
1,552
3 4
5
6 7