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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.15M
3
+$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1
+$1.04M
2
+$900K
3
+$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.21%
73,363
+21,321
27
$2.8M 1.19%
33,653
-2,876
28
$2.73M 1.16%
36,314
-4,470
29
$2.62M 1.12%
20,191
-1,423
30
$2.43M 1.04%
25,683
+9,614
31
$2.35M 1%
65,055
-4,345
32
$2.3M 0.98%
119,017
+57,346
33
$2.19M 0.93%
15,471
+149
34
$2.09M 0.89%
8,631
-2,085
35
$2.01M 0.86%
11,017
-69
36
$1.99M 0.85%
8,186
-413
37
$1.97M 0.84%
40,121
+13,714
38
$1.9M 0.81%
7,676
-820
39
$1.84M 0.79%
16,745
-325
40
$1.77M 0.76%
3,077
-200
41
$1.76M 0.75%
12,028
42
$1.73M 0.74%
3,878
-350
43
$1.65M 0.7%
70,346
+4,455
44
$1.58M 0.67%
5,538
45
$1.47M 0.63%
83,039
+6,306
46
$1.34M 0.57%
3,890
-64
47
$1.29M 0.55%
4,358
+35
48
$1.24M 0.53%
50,820
-1,378
49
$1.23M 0.52%
11,542
-361
50
$1.17M 0.5%
3,782
-837
1
2
3 4 5