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
351
$13K ﹤0.01%
87
352
$13K ﹤0.01%
385
353
$13K ﹤0.01%
8,600
+4,000
354
$12K ﹤0.01%
222
355
$12K ﹤0.01%
+396
356
$12K ﹤0.01%
108
357
$12K ﹤0.01%
+406
358
$12K ﹤0.01%
11
359
$11K ﹤0.01%
+228
360
$11K ﹤0.01%
+174
361
$11K ﹤0.01%
85
362
$11K ﹤0.01%
90
363
$11K ﹤0.01%
101
364
$11K ﹤0.01%
+128
365
$11K ﹤0.01%
+225
366
$10K ﹤0.01%
97
367
$10K ﹤0.01%
447
368
$10K ﹤0.01%
14
369
$10K ﹤0.01%
275
370
$10K ﹤0.01%
45
371
$10K ﹤0.01%
170
372
$10K ﹤0.01%
50
373
$10K ﹤0.01%
136
374
$10K ﹤0.01%
25
375
$10K ﹤0.01%
75
13 14
15
16 17