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
176
$90K 0.04%
250
177
$90K 0.04%
1,250
178
$89K 0.04%
14,000
179
$89K 0.04%
1,400
180
$87K 0.04%
1,872
+123
181
$86K 0.03%
1,309
+34
182
$84K 0.03%
+7,500
183
$84K 0.03%
739
+314
184
$83K 0.03%
1,500
185
$82K 0.03%
1,742
+1,021
186
$82K 0.03%
6,055
-5,280
187
$82K 0.03%
3,805
-5,500
188
$82K 0.03%
300
189
$76K 0.03%
400
190
$73K 0.03%
1,527
191
$73K 0.03%
+759
192
$71K 0.03%
281
193
$71K 0.03%
1,200
194
$70K 0.03%
206
195
$70K 0.03%
818
-40
196
$67K 0.03%
2,848
197
$67K 0.03%
616
198
$66K 0.03%
1,500
-1,000
199
$66K 0.03%
1,680
-850
200
$66K 0.03%
445
+95
6 7
8
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