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
101
$304K 0.13%
9,369
-1,711
102
$300K 0.13%
4,330
-78
103
$297K 0.13%
1,166
104
$291K 0.12%
585
-56
105
$290K 0.12%
2,225
-136
106
$283K 0.12%
3,713
-1,043
107
$269K 0.11%
1,596
108
$261K 0.11%
6,884
-92
109
$257K 0.11%
2,910
-20
110
$255K 0.11%
703
111
$252K 0.11%
1,260
-60
112
$251K 0.11%
983
-80
113
$234K 0.1%
4,590
114
$232K 0.1%
4,725
-525
115
$232K 0.1%
12,054
-253
116
$231K 0.1%
720
117
$226K 0.1%
1,634
118
$225K 0.1%
1,116
-140
119
$217K 0.09%
1,121
-10
120
$210K 0.09%
630
-32
121
$207K 0.09%
670
122
$207K 0.09%
2,005
123
$199K 0.08%
889
-113
124
$198K 0.08%
1,960
-15
125
$197K 0.08%
1,000
-74
3 4
5
6 7