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
76
$707K 0.35%
8,735
+755
77
$683K 0.34%
27,075
+750
78
$618K 0.31%
8,928
-233
79
$594K 0.29%
7,153
-800
80
$587K 0.29%
8,250
81
$541K 0.27%
29,090
-3,500
82
$528K 0.26%
33,387
-100
83
$522K 0.26%
9,248
+500
84
$520K 0.26%
34,232
-23,315
85
$519K 0.26%
19,450
+3,175
86
$498K 0.25%
2,544
87
$492K 0.24%
21,836
-700
88
$492K 0.24%
9,354
+2,514
89
$491K 0.24%
5,724
-722
90
$477K 0.24%
+9,271
91
$460K 0.23%
4,400
92
$459K 0.23%
9,600
-450
93
$456K 0.23%
6,150
-1,750
94
$418K 0.21%
2,764
95
$414K 0.2%
8,294
-50
96
$413K 0.2%
15,571
-649
97
$392K 0.19%
4,135
+1,000
98
$390K 0.19%
8,475
-5,330
99
$378K 0.19%
9,248
+500
100
$332K 0.16%
+10,742
1 2 3
4
5