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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.15M
3
+$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1
+$1.04M
2
+$900K
3
+$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.4K 0.01%
138
302
$15.3K 0.01%
82
303
$15.3K 0.01%
181
304
$15.1K 0.01%
200
305
$15.1K 0.01%
930
306
$14.9K 0.01%
78
-47
307
$14.7K 0.01%
110
308
$14.5K 0.01%
374
-40
309
$14.4K 0.01%
300
310
$14.3K 0.01%
225
311
$13.5K 0.01%
2,100
312
$13.3K 0.01%
51
313
$13.1K 0.01%
36
314
$13K 0.01%
157
+2
315
$12.9K 0.01%
246
316
$12.8K 0.01%
169
+1
317
$12.8K 0.01%
63
318
$12.7K 0.01%
60
-41
319
$12.5K 0.01%
200
320
$12.4K 0.01%
+250
321
$12.2K 0.01%
90
322
$12.1K 0.01%
155
323
$12.1K 0.01%
375
324
$11.9K 0.01%
96
325
$11.8K 0.01%
67
11 12
13
14 15