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
401
$842 ﹤0.01%
11
402
$832 ﹤0.01%
418
403
$693 ﹤0.01%
2
404
$684 ﹤0.01%
200
405
$660 ﹤0.01%
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406
$639 ﹤0.01%
450
407
$572 ﹤0.01%
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408
$535 ﹤0.01%
12
409
$457 ﹤0.01%
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410
$397 ﹤0.01%
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411
$390 ﹤0.01%
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$355 ﹤0.01%
+222
413
$266 ﹤0.01%
1
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415
$99 ﹤0.01%
10
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$97 ﹤0.01%
1
-300
417
$50 ﹤0.01%
6
418
$45 ﹤0.01%
1
419
$12 ﹤0.01%
50
420
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-276
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424
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-54
425
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-34
15 16
17
18 19