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
51
$1.54M 0.5%
25,848
52
$1.53M 0.5%
5,413
-1,190
53
$1.53M 0.5%
5,809
+400
54
$1.51M 0.49%
28,845
-485
55
$1.41M 0.46%
10,520
+2,500
56
$1.28M 0.42%
8,507
+608
57
$1.13M 0.37%
13,721
58
$1.06M 0.35%
12,879
59
$1.05M 0.34%
19,467
+254
60
$1.03M 0.34%
10,050
+170
61
$1.02M 0.34%
23,350
-692
62
$991K 0.33%
4,289
+804
63
$955K 0.31%
4,678
-435
64
$919K 0.3%
12,235
+115
65
$900K 0.3%
6,137
+650
66
$869K 0.29%
7,239
-10
67
$858K 0.28%
11,780
68
$831K 0.27%
14,105
-20
69
$777K 0.25%
4,041
+111
70
$772K 0.25%
1,800
71
$765K 0.25%
18,870
72
$758K 0.25%
5,250
-1,450
73
$746K 0.24%
9,270
-3,231
74
$737K 0.24%
4,359
75
$725K 0.24%
15,726
1 2
3
4 5