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
$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
1
$9.94M 4.03%
85,786
-1,398
2
$7.86M 3.19%
130,116
-185
3
$7.73M 3.13%
182,866
-27,104
4
$6.95M 2.82%
518,014
+95,720
5
$6.43M 2.61%
365,150
-1,267
6
$5.93M 2.41%
96,171
-1,395
7
$5.91M 2.4%
89,865
-1,090
8
$5.49M 2.23%
109,458
-684
9
$4.71M 1.91%
61,088
-530
10
$4.69M 1.9%
48,284
-92
11
$4.42M 1.79%
101,085
-5,475
12
$4.11M 1.67%
27,611
-1
13
$4.11M 1.66%
229,266
+7,680
14
$4M 1.62%
21,766
-1,232
15
$3.95M 1.6%
151,892
+4,430
16
$3.82M 1.55%
13,476
+648
17
$3.46M 1.4%
24,919
+34
18
$3.21M 1.3%
12,624
-186
19
$3.15M 1.28%
14,987
-49
20
$3.03M 1.23%
111,723
+3,025
21
$2.81M 1.14%
20,126
+217
22
$2.71M 1.1%
68,891
+7,776
23
$2.52M 1.02%
22,027
-207
24
$2.51M 1.02%
75,089
-5,555
25
$2.5M 1.01%
98,138
+26,930
1
2 3 4 5