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
276
$8K ﹤0.01%
+90
277
$8K ﹤0.01%
+140
278
$8K ﹤0.01%
+100
279
$8K ﹤0.01%
+62
280
$7K ﹤0.01%
+107
281
$7K ﹤0.01%
+750
282
$6K ﹤0.01%
+90
283
$6K ﹤0.01%
+62
284
$6K ﹤0.01%
+311
285
$5K ﹤0.01%
+94
286
$5K ﹤0.01%
+51
287
$4K ﹤0.01%
+160
288
$4K ﹤0.01%
+116
289
$4K ﹤0.01%
+1,081
290
$3K ﹤0.01%
+100
291
$1K ﹤0.01%
+33
292
$1K ﹤0.01%
+25
293
$1K ﹤0.01%
+60
294
$1K ﹤0.01%
+75
295
$1K ﹤0.01%
+150
296
$0 ﹤0.01%
+7
297
-1,639
298
$0 ﹤0.01%
+21
299
$0 ﹤0.01%
+21
300
0