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
376
$10K ﹤0.01%
137
377
$10K ﹤0.01%
26
378
$10K ﹤0.01%
702
+69
379
$10K ﹤0.01%
63
380
$9K ﹤0.01%
125
381
$9K ﹤0.01%
257
382
$9K ﹤0.01%
53
383
$9K ﹤0.01%
154
384
$9K ﹤0.01%
75
385
$9K ﹤0.01%
702
386
$9K ﹤0.01%
60
387
$9K ﹤0.01%
2,500
388
$9K ﹤0.01%
+91
389
$9K ﹤0.01%
475
390
$9K ﹤0.01%
217
391
$8K ﹤0.01%
264
+15
392
$8K ﹤0.01%
44
+37
393
$8K ﹤0.01%
350
394
$8K ﹤0.01%
135
395
$8K ﹤0.01%
298
396
$8K ﹤0.01%
168
+67
397
$8K ﹤0.01%
500
398
$8K ﹤0.01%
115
399
$8K ﹤0.01%
26
400
$7K ﹤0.01%
+35
14 15
16
17 18