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
126
$184K 0.07%
2,000
127
$184K 0.07%
1,700
128
$177K 0.07%
905
129
$176K 0.07%
5,132
+72
130
$173K 0.07%
2,965
-300
131
$167K 0.07%
4,500
132
$166K 0.07%
1,661
133
$165K 0.07%
1,702
+32
134
$164K 0.07%
1,704
+74
135
$162K 0.07%
22,000
-3,000
136
$162K 0.07%
1,000
137
$161K 0.07%
3,300
-3,000
138
$160K 0.06%
16,800
+1,800
139
$159K 0.06%
1,375
+177
140
$147K 0.06%
5,146
+250
141
$142K 0.06%
5,134
+1,004
142
$141K 0.06%
795
+105
143
$139K 0.06%
632
+91
144
$136K 0.06%
2,366
145
$135K 0.05%
632
+82
146
$135K 0.05%
10,500
+7,000
147
$132K 0.05%
2,127
-176
148
$130K 0.05%
791
+163
149
$130K 0.05%
2,161
150
$127K 0.05%
4,731
-700
4 5
6
7 8