CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
251
$21K 0.01%
+415
252
$20K 0.01%
+405
253
$20K 0.01%
+2,100
254
$19K 0.01%
+450
255
$19K 0.01%
+279
256
$19K 0.01%
+410
257
$18K 0.01%
+417
258
$17K 0.01%
+1,500
259
$17K 0.01%
+238
260
$16K 0.01%
+200
261
$16K 0.01%
+221
262
$15K 0.01%
+215
263
$13K 0.01%
+200
264
$13K 0.01%
+1,412
265
$13K 0.01%
+100
266
$12K 0.01%
+230
267
$11K ﹤0.01%
+52
268
$10K ﹤0.01%
+350
269
$10K ﹤0.01%
+200
270
$9K ﹤0.01%
+100
271
$9K ﹤0.01%
+169
272
$9K ﹤0.01%
+80
273
$9K ﹤0.01%
+251
274
$9K ﹤0.01%
+287
275
$8K ﹤0.01%
+62
9 10
11
12 13