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
201
$66K 0.03%
1,726
202
$65K 0.03%
300
203
$64K 0.03%
504
204
$64K 0.03%
7,500
205
$63K 0.03%
1,930
+190
206
$63K 0.03%
500
207
$62K 0.03%
680
208
$61K 0.02%
3,200
209
$61K 0.02%
1,020
+68
210
$61K 0.02%
300
211
$60K 0.02%
153
212
$58K 0.02%
2,229
213
$58K 0.02%
1,232
214
$58K 0.02%
1,650
-517
215
$57K 0.02%
370
216
$56K 0.02%
1,015
-500
217
$54K 0.02%
115
218
$53K 0.02%
500
219
$53K 0.02%
1,015
220
$53K 0.02%
850
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221
$53K 0.02%
485
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222
$52K 0.02%
1,700
-666
223
$51K 0.02%
105
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224
$47K 0.02%
1,109
225
$46K 0.02%
500
7 8
9
10 11