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
51
$1.61M 0.68%
20,661
-7,970
52
$1.55M 0.65%
31,815
-9,018
53
$1.48M 0.62%
11,391
-100
54
$1.47M 0.62%
58,389
-15,160
55
$1.45M 0.61%
85,005
-15,160
56
$1.43M 0.6%
19,690
-8,725
57
$1.26M 0.53%
15,705
-10,095
58
$1.2M 0.5%
8,382
+2,663
59
$1.15M 0.48%
22,073
-325
60
$1.09M 0.46%
26,675
-725
61
$1.09M 0.46%
40,098
+1,132
62
$1.08M 0.46%
23,960
-3,200
63
$1.06M 0.45%
33,880
-810
64
$988K 0.42%
27,570
-9,160
65
$971K 0.41%
23,420
-5,420
66
$942K 0.4%
12,078
-4,052
67
$930K 0.39%
17,567
-375
68
$921K 0.39%
25,517
-600
69
$888K 0.37%
24,027
-3,850
70
$860K 0.36%
26,739
71
$823K 0.35%
9,974
-3,871
72
$805K 0.34%
7,917
+482
73
$766K 0.32%
6,379
-1,220
74
$743K 0.31%
27,815
+410
75
$727K 0.31%
23,175
-211
1 2
3
4 5