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
101
$332K 0.16%
14,916
-8,775
102
$301K 0.15%
5,200
-400
103
$300K 0.15%
4,145
-5,690
104
$292K 0.14%
3,000
-200
105
$285K 0.14%
40,595
106
$283K 0.14%
4,348
107
$281K 0.14%
3,158
+165
108
$280K 0.14%
4,194
109
$273K 0.13%
4,736
+1,268
110
$247K 0.12%
+3,630
111
$245K 0.12%
+2,076
112
$241K 0.12%
5,555
+675
113
$239K 0.12%
+1,887
114
$231K 0.11%
7,044
-11,055
115
$230K 0.11%
19,000
+1,000
116
$226K 0.11%
+3,163
117
$223K 0.11%
4,248
118
$208K 0.1%
+1,900
119
$202K 0.1%
+1,550
120
$201K 0.1%
+3,900
121
$194K 0.1%
4,042
1 2 3 4
5