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
326
$18K 0.01%
550
327
$18K 0.01%
375
328
$17K 0.01%
246
329
$17K 0.01%
87
330
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72
331
$17K 0.01%
650
332
$17K 0.01%
100
333
$17K 0.01%
51
334
$17K 0.01%
200
335
$17K 0.01%
300
336
$16K 0.01%
96
+25
337
$16K 0.01%
100
338
$16K 0.01%
49
+31
339
$16K 0.01%
237
-239
340
$16K 0.01%
425
341
$15K ﹤0.01%
51
342
$15K ﹤0.01%
240
343
$15K ﹤0.01%
250
344
$14K ﹤0.01%
1,510
-5,810
345
$14K ﹤0.01%
36
346
$14K ﹤0.01%
+226
347
$14K ﹤0.01%
125
348
$14K ﹤0.01%
500
349
$14K ﹤0.01%
450
350
$13K ﹤0.01%
49
12 13
14
15 16