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
276
$40K 0.01%
2,216
277
$39K 0.01%
52
278
$39K 0.01%
401
279
$38K 0.01%
474
280
$38K 0.01%
292
+146
281
$37K 0.01%
1,121
-83
282
$37K 0.01%
2,016
283
$36K 0.01%
1,392
284
$36K 0.01%
198
285
$35K 0.01%
730
+360
286
$35K 0.01%
86
287
$35K 0.01%
135
288
$35K 0.01%
600
289
$34K 0.01%
200
290
$33K 0.01%
85
+15
291
$32K 0.01%
840
292
$32K 0.01%
256
293
$30K 0.01%
320
294
$30K 0.01%
760
295
$30K 0.01%
75
296
$30K 0.01%
115
297
$29K 0.01%
320
298
$29K 0.01%
573
+382
299
$29K 0.01%
126
300
$29K 0.01%
225
10 11
12
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