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
326
$11.6K 0.01%
6,000
327
$11.4K ﹤0.01%
900
328
$11.1K ﹤0.01%
115
-53
329
$10.6K ﹤0.01%
300
330
$10.5K ﹤0.01%
385
331
$10.4K ﹤0.01%
369
-264
332
$9.95K ﹤0.01%
450
333
$9.85K ﹤0.01%
155
334
$9.75K ﹤0.01%
115
335
$9.49K ﹤0.01%
1,500
-3,500
336
$9.48K ﹤0.01%
250
337
$9.36K ﹤0.01%
3,700
338
$9.04K ﹤0.01%
49
339
$8.62K ﹤0.01%
616
340
$8.49K ﹤0.01%
115
341
$8.39K ﹤0.01%
200
342
$8.3K ﹤0.01%
58
343
$7.97K ﹤0.01%
309
+2
344
$7.8K ﹤0.01%
+100
345
$7.58K ﹤0.01%
+142
346
$7.38K ﹤0.01%
702
347
$7.29K ﹤0.01%
174
-174
348
$6.64K ﹤0.01%
33
+1
349
$6.57K ﹤0.01%
8
350
$6.57K ﹤0.01%
67
-108
12 13
14
15 16