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
$237M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$1.87M
3
+$902K
4
LSI
Life Storage, Inc.
LSI
+$766K
5
UTMD icon
Utah Medical Products
UTMD
+$711K

Top Sells

1
+$1.18M
2
+$1.12M
3
+$1.01M
4
TXN icon
Texas Instruments
TXN
+$813K
5
CLC
Clarcor
CLC
+$773K

Sector Composition

1 Healthcare 18.52%
2 Technology 17.3%
3 Consumer Staples 11.19%
4 Financials 10.9%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.18%
2,139
-145
102
$394K 0.17%
+2,915
103
$373K 0.16%
6,706
+478
104
$369K 0.16%
11,105
-1,956
105
$360K 0.15%
19,425
-3,600
106
$357K 0.15%
2,939
107
$354K 0.15%
3,500
108
$344K 0.14%
2,061
109
$343K 0.14%
+4,073
110
$296K 0.12%
15,000
111
$283K 0.12%
6,000
-1,100
112
$273K 0.12%
2,500
113
$270K 0.11%
4,581
+160
114
$267K 0.11%
5,180
115
$257K 0.11%
+4,295
116
$256K 0.11%
+4,700
117
$251K 0.11%
+1,841
118
$247K 0.1%
23,461
-7,036
119
$247K 0.1%
4,425
-1,175
120
$241K 0.1%
1,647
121
$241K 0.1%
+4,084
122
$241K 0.1%
2,900
-350
123
$232K 0.1%
9,432
-4,000
124
$232K 0.1%
9,660
125
$231K 0.1%
5,442
-918
3 4
5
6 7