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
101
$377K 0.12%
52,300
+11,300
102
$372K 0.12%
27,000
-500
103
$370K 0.12%
2,251
104
$369K 0.12%
17,800
105
$355K 0.12%
7,550
+250
106
$354K 0.12%
5,900
107
$354K 0.12%
17,363
108
$350K 0.11%
8,066
109
$348K 0.11%
2,360
-1,400
110
$345K 0.11%
6,610
+533
111
$340K 0.11%
4,006
+667
112
$336K 0.11%
6,411
+1,133
113
$336K 0.11%
8,250
114
$332K 0.11%
5,606
+128
115
$332K 0.11%
1,636
116
$329K 0.11%
920
117
$327K 0.11%
728
-35
118
$320K 0.11%
2,200
119
$318K 0.1%
2,625
-151
120
$317K 0.1%
1,314
+575
121
$309K 0.1%
1,146
+23
122
$308K 0.1%
1,883
+131
123
$306K 0.1%
4,772
+470
124
$302K 0.1%
2,600
+1,220
125
$296K 0.1%
215
3 4
5
6 7