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
426
$5K ﹤0.01%
25
427
$5K ﹤0.01%
+91
428
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+58
429
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430
$5K ﹤0.01%
+31
431
$5K ﹤0.01%
325
432
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240
433
$5K ﹤0.01%
98
434
$4K ﹤0.01%
34
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$4K ﹤0.01%
166
436
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100
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$4K ﹤0.01%
109
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10
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$4K ﹤0.01%
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$4K ﹤0.01%
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$3K ﹤0.01%
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446
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447
$3K ﹤0.01%
+71
448
$3K ﹤0.01%
18
449
$3K ﹤0.01%
+40
450
$3K ﹤0.01%
+31
16 17
18
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