CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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 +$4.11M
2 +$1.81M
3 +$890K
4
LSI
Life Storage, Inc.
LSI
+$784K
5
UTMD icon
Utah Medical Products
UTMD
+$718K

Top Sells

1 +$1.18M
2 +$1.14M
3 +$973K
4
TXN icon
Texas Instruments
TXN
+$782K
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
301
-9,373
302
-14,652
303
$0 ﹤0.01%
+21