CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.87M
3
+$902K
4
LSI
Life Storage, Inc.
LSI
+$766K
5
UTMD icon
Utah Medical Products
UTMD
+$711K

Top Sells

1
+$1.18M
2
+$1.12M
3
+$1.01M
4
TXN icon
Texas Instruments
TXN
+$813K
5
CLC
Clarcor
CLC
+$773K

Sector Composition

1 Healthcare 18.52%
2 Technology 17.3%
3 Consumer Staples 11.19%
4 Financials 10.9%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.37%
19,803
-108
27
$3.14M 1.32%
46,253
+6,510
28
$3.1M 1.3%
49,691
+11,405
29
$3.04M 1.28%
62,288
+5,016
30
$2.77M 1.17%
45,690
+944
31
$2.76M 1.16%
15,417
-355
32
$2.74M 1.15%
159,846
+6,520
33
$2.68M 1.13%
90,213
+275
34
$2.67M 1.13%
15,115
-355
35
$2.53M 1.07%
19,314
-5,336
36
$2.48M 1.04%
37,580
-80
37
$2.33M 0.98%
52,863
-22,921
38
$2.27M 0.95%
21,105
-268
39
$2.23M 0.94%
15,058
+15
40
$2.12M 0.89%
18,944
+1,440
41
$1.99M 0.84%
33,541
-11,305
42
$1.99M 0.84%
61,202
+6,300
43
$1.87M 0.79%
+23,271
44
$1.81M 0.76%
39,992
+3,790
45
$1.8M 0.76%
12,250
+3,953
46
$1.74M 0.73%
41,080
+400
47
$1.69M 0.71%
10,159
-770
48
$1.68M 0.71%
45,188
-8,615
49
$1.63M 0.69%
51,635
-3,320
50
$1.62M 0.68%
12,277
-930
1
2
3 4 5