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
451
$3K ﹤0.01%
+50
452
$3K ﹤0.01%
50
453
$3K ﹤0.01%
50
454
$3K ﹤0.01%
12
455
$3K ﹤0.01%
127
-73
456
$2K ﹤0.01%
25
457
$2K ﹤0.01%
1
458
$2K ﹤0.01%
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459
$2K ﹤0.01%
50
460
$2K ﹤0.01%
59
461
$2K ﹤0.01%
50
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$2K ﹤0.01%
40
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$2K ﹤0.01%
1
464
$2K ﹤0.01%
8
465
$1K ﹤0.01%
50
466
$1K ﹤0.01%
30
467
$1K ﹤0.01%
100
468
– –
-125
469
– –
-25
470
– –
-3,525
471
– –
-60
472
– –
-35
473
– –
-10
474
$0 ﹤0.01%
6
475
– –
0
17 18
19
20 21