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
301
$28K 0.01%
5,000
302
$28K 0.01%
375
303
$28K 0.01%
320
304
$28K 0.01%
100
-9
305
$28K 0.01%
500
-1,500
306
$28K 0.01%
348
307
$27K 0.01%
383
+183
308
$26K 0.01%
300
309
$26K 0.01%
312
-686
310
$26K 0.01%
422
311
$24K 0.01%
175
312
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40
-40
313
$24K 0.01%
142
314
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140
315
$23K 0.01%
542
+22
316
$23K 0.01%
67
317
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500
318
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200
319
$21K 0.01%
120
320
$21K 0.01%
450
321
$20K 0.01%
800
322
$20K 0.01%
385
-373
323
$19K 0.01%
180
324
$19K 0.01%
3,000
325
$19K 0.01%
250
11 12
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14 15