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
151
$127K 0.06%
4,470
152
$125K 0.06%
1,270
153
$123K 0.05%
6,090
154
$122K 0.05%
1,022
-73
155
$122K 0.05%
1,765
156
$122K 0.05%
1,470
157
$121K 0.05%
8,066
158
$120K 0.05%
1,234
159
$116K 0.05%
455
-7
160
$115K 0.05%
1,515
-100
161
$115K 0.05%
650
162
$111K 0.05%
550
163
$110K 0.05%
300
164
$108K 0.05%
1,040
165
$108K 0.05%
10,971
166
$106K 0.05%
451
167
$106K 0.05%
650
168
$96K 0.04%
3,300
+3,000
169
$95.9K 0.04%
5,350
170
$95.4K 0.04%
500
171
$95.4K 0.04%
461
172
$95K 0.04%
3,945
173
$94K 0.04%
+500
174
$94K 0.04%
504
175
$91.5K 0.04%
6,653
5 6
7
8 9