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
76
$715K 0.23%
2,621
+14
77
$709K 0.23%
4,502
78
$709K 0.23%
4,092
-95
79
$690K 0.23%
5,180
+2,320
80
$659K 0.22%
15,330
+562
81
$642K 0.21%
5,432
+1,604
82
$636K 0.21%
4,789
+413
83
$635K 0.21%
5,060
-58
84
$627K 0.21%
7,980
+3,932
85
$622K 0.2%
11,675
-200
86
$558K 0.18%
1,683
87
$541K 0.18%
3,232
88
$536K 0.18%
2,343
+20
89
$526K 0.17%
9,598
90
$504K 0.17%
1,289
+1,041
91
$483K 0.16%
6,150
-171
92
$450K 0.15%
8,041
+3
93
$437K 0.14%
3,883
94
$430K 0.14%
2,380
95
$428K 0.14%
3,967
+817
96
$420K 0.14%
5,100
-240
97
$391K 0.13%
2,380
98
$382K 0.13%
1,951
+388
99
$379K 0.12%
7,300
+4,400
100
$378K 0.12%
1,452
+250
2 3
4
5 6