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
201
$68.5K 0.03%
150
202
$67.7K 0.03%
522
203
$66.8K 0.03%
245
204
$65.6K 0.03%
3,500
-1,100
205
$64.5K 0.03%
+1,300
206
$64.1K 0.03%
300
207
$62.9K 0.03%
1,768
208
$62.6K 0.03%
7,380
-1,665
209
$61.4K 0.03%
250
210
$60.7K 0.03%
85
211
$57.4K 0.03%
551
+200
212
$57.1K 0.03%
+400
213
$56.6K 0.03%
3,960
-1,680
214
$56.1K 0.02%
610
-100
215
$56K 0.02%
755
216
$55.4K 0.02%
600
217
$54.9K 0.02%
3,200
218
$54.6K 0.02%
500
219
$54.6K 0.02%
530
+5
220
$53.4K 0.02%
507
221
$53.1K 0.02%
810
222
$52.7K 0.02%
1,225
223
$51.3K 0.02%
884
-624
224
$51.2K 0.02%
1,022
225
$50.3K 0.02%
254
7 8
9
10 11