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
176
$91.5K 0.04%
+1,000
177
$90.4K 0.04%
4,000
178
$90K 0.04%
633
179
$88.4K 0.04%
965
180
$87.8K 0.04%
500
181
$86.4K 0.04%
3,456
182
$85.9K 0.04%
3,593
183
$85.9K 0.04%
3,200
184
$84K 0.04%
778
+300
185
$83.8K 0.04%
6,428
186
$80.5K 0.04%
680
187
$80.4K 0.04%
+800
188
$80.4K 0.04%
1,500
189
$79.4K 0.04%
2,000
-243
190
$78.2K 0.03%
2,460
-510
191
$76.8K 0.03%
153
192
$75.5K 0.03%
381
193
$75.2K 0.03%
800
194
$74.4K 0.03%
1,097
+127
195
$73.5K 0.03%
1,946
196
$71.7K 0.03%
300
197
$71.5K 0.03%
1,200
198
$71.2K 0.03%
300
199
$70.4K 0.03%
300
200
$69.9K 0.03%
2,095
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8
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