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
126
$222K 0.09%
7,972
-1,922
127
$204K 0.09%
22,850
-19,800
128
$191K 0.08%
+1,610
129
$184K 0.08%
+5,900
130
$178K 0.08%
+3,564
131
$176K 0.07%
+1,460
132
$175K 0.07%
+2,212
133
$169K 0.07%
4,042
134
$167K 0.07%
+4,326
135
$155K 0.07%
+1,885
136
$153K 0.06%
+4,150
137
$145K 0.06%
+2,760
138
$145K 0.06%
+1,102
139
$144K 0.06%
6,000
140
$137K 0.06%
+2,600
141
$137K 0.06%
+2,950
142
$131K 0.06%
+2,934
143
$127K 0.05%
+2,963
144
$124K 0.05%
+3,200
145
$122K 0.05%
+4,500
146
$117K 0.05%
+1,513
147
$114K 0.05%
966
-1,532
148
$109K 0.05%
+2,400
149
$108K 0.05%
+1,730
150
$105K 0.04%
+1,700
4 5
6
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