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
51
$1.54M 0.76%
8,908
-31
52
$1.52M 0.75%
57,880
-1,000
53
$1.52M 0.75%
53,955
+1,764
54
$1.42M 0.7%
91,120
-3,984
55
$1.4M 0.69%
51,839
-400
56
$1.39M 0.69%
33,421
+3,700
57
$1.35M 0.67%
15,295
+1,815
58
$1.35M 0.67%
21,211
59
$1.3M 0.64%
11,047
-267
60
$1.3M 0.64%
20,913
-21,750
61
$1.25M 0.62%
133,540
-2,275
62
$1.19M 0.59%
11,844
+325
63
$1.18M 0.58%
9,565
-250
64
$1.11M 0.55%
+59,972
65
$1.11M 0.55%
37,210
-8,686
66
$1.11M 0.55%
10,992
+1,515
67
$1.05M 0.52%
27,991
68
$1.01M 0.5%
31,095
69
$968K 0.48%
13,957
+174
70
$929K 0.46%
21,565
71
$925K 0.46%
78,050
72
$875K 0.43%
8,522
-25
73
$830K 0.41%
6,589
+1,043
74
$771K 0.38%
31,850
75
$722K 0.36%
51,822
+100
1 2
3
4 5