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
201
$59K 0.03%
153
202
$59K 0.03%
680
203
$58K 0.03%
133
-137
204
$58K 0.03%
504
205
$58K 0.03%
300
206
$56K 0.02%
3,200
207
$54K 0.02%
350
208
$54K 0.02%
370
-220
209
$53K 0.02%
+2,366
210
$53K 0.02%
281
-180
211
$53K 0.02%
1,015
212
$53K 0.02%
952
213
$52K 0.02%
2,229
214
$52K 0.02%
300
-150
215
$50K 0.02%
1,300
-135
216
$47K 0.02%
1,109
217
$46K 0.02%
500
218
$46K 0.02%
129
-18
219
$45K 0.02%
425
220
$44K 0.02%
500
221
$43K 0.02%
950
222
$42K 0.02%
1,092
223
$41K 0.02%
351
-103
224
$40K 0.02%
186
-164
225
$39K 0.02%
1,460
7 8
9
10 11