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
26
$3.56M 1.17%
106,353
-3,215
27
$3.48M 1.14%
24,879
+2,559
28
$3.37M 1.1%
41,539
+660
29
$3.17M 1.04%
156,644
-11,690
30
$2.89M 0.95%
5,365
+110
31
$2.87M 0.94%
525,880
-9,670
32
$2.71M 0.89%
56,554
-840
33
$2.71M 0.89%
18,669
-2,362
34
$2.63M 0.86%
12,381
+421
35
$2.61M 0.86%
+39,379
36
$2.56M 0.84%
74,517
+44,699
37
$2.56M 0.84%
43,778
-3,721
38
$2.46M 0.81%
21,752
+1,677
39
$2.23M 0.73%
13,206
40
$2.2M 0.72%
18,444
+275
41
$2.13M 0.7%
8,883
+5
42
$2M 0.66%
3,497
43
$1.95M 0.64%
9,414
44
$1.93M 0.63%
+121,940
45
$1.87M 0.61%
+106,360
46
$1.79M 0.59%
5,442
+1,273
47
$1.71M 0.56%
39,933
+700
48
$1.69M 0.55%
9,048
-1,035
49
$1.54M 0.51%
16,590
-4,481
50
$1.54M 0.5%
16,111
+1,060
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