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
376
$2.68K ﹤0.01%
20
377
$2.65K ﹤0.01%
1
378
$2.43K ﹤0.01%
8
379
$2.42K ﹤0.01%
70
380
$2.4K ﹤0.01%
24
381
$2.36K ﹤0.01%
121
382
$2.16K ﹤0.01%
131
383
$1.96K ﹤0.01%
5
384
$1.89K ﹤0.01%
48
385
$1.86K ﹤0.01%
+46
386
$1.72K ﹤0.01%
100
387
$1.7K ﹤0.01%
110
388
$1.66K ﹤0.01%
20
389
$1.63K ﹤0.01%
50
390
$1.41K ﹤0.01%
24
391
$1.28K ﹤0.01%
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$1.23K ﹤0.01%
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$1.22K ﹤0.01%
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8
395
$1.11K ﹤0.01%
4
396
$1.07K ﹤0.01%
30
397
$1.07K ﹤0.01%
8
398
$1.01K ﹤0.01%
59
399
$994 ﹤0.01%
5
400
$921 ﹤0.01%
61
-2,062
14 15
16
17 18