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
$283M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.93M
3
+$1.87M
4
SNN icon
Smith & Nephew
SNN
+$1.54M
5
AAPL icon
Apple
AAPL
+$1.53M

Top Sells

1
+$517K
2
+$420K
3
+$419K
4
UTMD icon
Utah Medical Products
UTMD
+$416K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$409K

Sector Composition

1 Healthcare 18.46%
2 Consumer Staples 14.94%
3 Technology 14.67%
4 Financials 12.15%
5 Real Estate 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83K 0.03%
680
227
$80K 0.03%
1,650
228
$78K 0.03%
3,805
-565
229
$77K 0.03%
1,138
+163
230
$77K 0.03%
300
231
$77K 0.03%
1,200
232
$76K 0.02%
7,500
233
$74K 0.02%
300
234
$74K 0.02%
522
+85
235
$73K 0.02%
5,500
236
$70K 0.02%
+266
237
$70K 0.02%
638
-30
238
$68K 0.02%
213
+174
239
$68K 0.02%
1,278
240
$68K 0.02%
153
241
$64K 0.02%
967
+867
242
$64K 0.02%
500
243
$63K 0.02%
110
244
$60K 0.02%
582
245
$60K 0.02%
254
+127
246
$60K 0.02%
2,875
247
$59K 0.02%
1,974
+345
248
$59K 0.02%
150
+75
249
$59K 0.02%
955
+500
250
$59K 0.02%
1,668
8 9
10
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