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
176
$83K 0.04%
1,400
177
$82K 0.04%
4,271
178
$82K 0.04%
250
179
$79K 0.03%
1,275
-300
180
$76K 0.03%
2,167
-119,280
181
$75K 0.03%
1,515
182
$75K 0.03%
1,500
183
$73K 0.03%
1,740
184
$73K 0.03%
2,848
-700
185
$73K 0.03%
3,340
-940
186
$71K 0.03%
+14,000
187
$70K 0.03%
400
-49
188
$70K 0.03%
1,749
189
$68K 0.03%
1,200
190
$67K 0.03%
+1,183
191
$67K 0.03%
7,500
192
$65K 0.03%
1,151
193
$65K 0.03%
1,726
194
$65K 0.03%
616
195
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895
196
$63K 0.03%
1,232
197
$63K 0.03%
858
198
$62K 0.03%
500
199
$61K 0.03%
206
-81
200
$61K 0.03%
+1,650
6 7
8
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