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
$202M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.09M
3
+$680K
4
UTMD icon
Utah Medical Products
UTMD
+$477K
5
AMGN icon
Amgen
AMGN
+$397K

Top Sells

1
+$1.35M
2
+$412K
3
+$375K
4
CAJ
Canon, Inc.
CAJ
+$363K
5
NEOG icon
Neogen
NEOG
+$354K

Sector Composition

1 Industrials 18.96%
2 Healthcare 16.87%
3 Technology 16.58%
4 Consumer Staples 12.57%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.3%
22,866
+472
27
$2.47M 1.22%
44,797
-864
28
$2.44M 1.2%
29,501
-2,040
29
$2.42M 1.2%
61,237
-600
30
$2.36M 1.17%
47,764
+4,665
31
$2.27M 1.12%
86,595
-5,067
32
$2.26M 1.11%
58,674
+3,765
33
$2.17M 1.07%
93,940
34
$2.14M 1.06%
70,778
+1,350
35
$2.07M 1.02%
35,632
-1,654
36
$1.99M 0.98%
68,788
-1,073
37
$1.93M 0.95%
36,925
-5,320
38
$1.93M 0.95%
60,262
+6,839
39
$1.91M 0.94%
22,669
-166
40
$1.89M 0.94%
41,731
-6,350
41
$1.83M 0.9%
48,275
+1,650
42
$1.82M 0.9%
20,390
+720
43
$1.78M 0.88%
15,073
+3,358
44
$1.76M 0.87%
28,422
-840
45
$1.75M 0.86%
35,028
-565
46
$1.68M 0.83%
19,177
-50
47
$1.66M 0.82%
42,975
+565
48
$1.64M 0.81%
107,969
-24,720
49
$1.63M 0.8%
62,897
+11,423
50
$1.58M 0.78%
41,528
+17,927
1
2
3 4 5