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
$235M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.15M
3
+$1.11M
4
UTMD icon
Utah Medical Products
UTMD
+$911K
5
TU icon
Telus
TU
+$897K

Top Sells

1
+$1.04M
2
+$900K
3
+$777K
4
HAIN icon
Hain Celestial
HAIN
+$686K
5
GIS icon
General Mills
GIS
+$618K

Sector Composition

1 Healthcare 23.54%
2 Technology 17.75%
3 Consumer Staples 17.44%
4 Real Estate 8.88%
5 Communication Services 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.22%
12,920
-1,720
77
$520K 0.22%
4,740
-258
78
$517K 0.22%
3,132
79
$502K 0.21%
4,826
-520
80
$494K 0.21%
17,800
81
$494K 0.21%
12,699
-1,361
82
$484K 0.21%
3,879
-1,181
83
$470K 0.2%
4,694
84
$467K 0.2%
8,250
85
$445K 0.19%
3,883
86
$445K 0.19%
2,686
87
$430K 0.18%
6,657
-300
88
$412K 0.18%
5,335
89
$410K 0.17%
5,900
90
$394K 0.17%
8,465
-400
91
$387K 0.16%
6,243
-82
92
$382K 0.16%
1,365
-51
93
$380K 0.16%
2,354
94
$379K 0.16%
2,267
95
$339K 0.14%
3,857
-1,481
96
$329K 0.14%
215
97
$327K 0.14%
+15,247
98
$327K 0.14%
1,137
-19
99
$318K 0.14%
1,591
-26
100
$304K 0.13%
9,293
-2,241
2 3
4
5 6