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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.15M
3 +$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1 +$1.04M
2 +$900K
3 +$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$56.2K 0.02%
522
+2
227
$56.1K 0.02%
245
228
$55.2K 0.02%
160
229
$54.4K 0.02%
1,225
230
$52.7K 0.02%
+2,500
231
$52.1K 0.02%
522
232
$51.1K 0.02%
75
233
$51K 0.02%
3,200
234
$50.9K 0.02%
166
235
$50.7K 0.02%
+2,500
236
$49.5K 0.02%
254
237
$49.4K 0.02%
457
238
$49K 0.02%
659
239
$48.9K 0.02%
4,000
240
$48K 0.02%
+250
241
$47.9K 0.02%
+2,500
242
$47.3K 0.02%
2,040
243
$45.8K 0.02%
100
244
$45.2K 0.02%
5,350
245
$43.6K 0.02%
400
246
$41.4K 0.02%
330
-435
247
$41.4K 0.02%
1,698
248
$41.4K 0.02%
471
249
$41.2K 0.02%
107
250
$40.5K 0.02%
406