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
$237M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.87M
3
+$902K
4
LSI
Life Storage, Inc.
LSI
+$766K
5
UTMD icon
Utah Medical Products
UTMD
+$711K

Top Sells

1
+$1.18M
2
+$1.12M
3
+$1.01M
4
TXN icon
Texas Instruments
TXN
+$813K
5
CLC
Clarcor
CLC
+$773K

Sector Composition

1 Healthcare 18.52%
2 Technology 17.3%
3 Consumer Staples 11.19%
4 Financials 10.9%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.01%
+500
227
$29K 0.01%
+513
228
$29K 0.01%
+366
229
$28K 0.01%
+103
230
$28K 0.01%
+260
231
$27K 0.01%
+200
232
$27K 0.01%
+512
233
$27K 0.01%
+1,087
234
$27K 0.01%
+1,400
235
$27K 0.01%
+800
236
$26K 0.01%
+1,000
237
$26K 0.01%
+142
238
$26K 0.01%
+429
239
$25K 0.01%
+280
240
$25K 0.01%
+1,240
241
$24K 0.01%
+1,615
242
$24K 0.01%
+336
243
$23K 0.01%
+649
244
$23K 0.01%
+543
245
$23K 0.01%
+815
246
$23K 0.01%
+750
247
$22K 0.01%
+265
248
$22K 0.01%
+362
249
$22K 0.01%
+70
250
$21K 0.01%
+415
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