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
126
$170K 0.08%
808
127
$163K 0.07%
500
128
$161K 0.07%
926
-50
129
$159K 0.07%
1,021
130
$157K 0.07%
10,654
+1,000
131
$157K 0.07%
7,850
-714
132
$155K 0.07%
807
-247
133
$154K 0.07%
1,570
134
$154K 0.07%
2,145
135
$152K 0.07%
835
136
$151K 0.07%
1,094
137
$150K 0.07%
4,896
138
$146K 0.06%
62,500
+45,500
139
$145K 0.06%
666
140
$143K 0.06%
504
-66
141
$142K 0.06%
1,436
142
$140K 0.06%
1,727
143
$139K 0.06%
1,849
144
$136K 0.06%
843
-39
145
$131K 0.06%
985
+400
146
$129K 0.06%
1,666
147
$128K 0.06%
1,749
+200
148
$128K 0.06%
245
149
$128K 0.06%
542
+200
150
$127K 0.06%
2,259
4 5
6
7 8