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
151
$125K 0.05%
1,553
152
$125K 0.05%
624
-175
153
$120K 0.05%
3,861
154
$120K 0.05%
2,775
+1,125
155
$120K 0.05%
2,850
-455
156
$118K 0.05%
740
157
$118K 0.05%
2,964
+57
158
$117K 0.05%
1,850
-3,450
159
$117K 0.05%
504
+33
160
$113K 0.05%
2,200
+400
161
$109K 0.04%
725
+50
162
$108K 0.04%
4,298
163
$105K 0.04%
3,525
164
$105K 0.04%
30,000
-10,000
165
$105K 0.04%
6,275
166
$104K 0.04%
1,335
167
$101K 0.04%
1,270
168
$101K 0.04%
4,125
169
$99K 0.04%
810
-62
170
$98K 0.04%
800
171
$97K 0.04%
4,163
+2,440
172
$97K 0.04%
3,400
-618
173
$97K 0.04%
6,045
174
$91K 0.04%
4,271
175
$91K 0.04%
+7,500
5 6
7
8 9