CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.52M
3
+$759K
4
HR icon
Healthcare Realty
HR
+$500K
5
UN
Unilever NV New York Registry Shares
UN
+$446K

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.56M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.33M
5
BHB icon
Bar Harbor Bankshares
BHB
+$908K

Sector Composition

1 Healthcare 23.87%
2 Technology 13.72%
3 Consumer Staples 13.26%
4 Financials 12.2%
5 Real Estate 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$115K 0.05%
690
152
$115K 0.05%
2,907
-59
153
$114K 0.05%
4,130
+3,630
154
$113K 0.05%
4,018
-1,286
155
$111K 0.05%
1,270
156
$110K 0.05%
4,896
157
$107K 0.05%
872
158
$101K 0.04%
+3,525
159
$100K 0.04%
2,500
-800
160
$100K 0.04%
541
-300
161
$100K 0.04%
+4,125
162
$99K 0.04%
4,298
163
$98K 0.04%
6,275
164
$97K 0.04%
675
165
$97K 0.04%
550
166
$95K 0.04%
1,800
167
$95K 0.04%
6,045
168
$93K 0.04%
1,335
169
$93K 0.04%
2,530
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170
$91K 0.04%
+40,000
171
$91K 0.04%
628
172
$91K 0.04%
471
173
$87K 0.04%
300
174
$86K 0.04%
1,250
175
$85K 0.04%
800
5 6
7
8 9