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
126
$295K 0.1%
1,152
+472
127
$292K 0.1%
2,155
128
$292K 0.1%
4,967
+327
129
$291K 0.1%
1,003
130
$275K 0.09%
1,841
+776
131
$273K 0.09%
765
-25
132
$268K 0.09%
1,596
133
$268K 0.09%
2,495
134
$263K 0.09%
1,335
+635
135
$254K 0.08%
8,118
136
$249K 0.08%
2,892
+1,195
137
$248K 0.08%
3,005
138
$242K 0.08%
1,000
139
$239K 0.08%
1,008
+504
140
$237K 0.08%
1,601
+810
141
$236K 0.08%
1,059
-19
142
$230K 0.08%
1,148
+30
143
$228K 0.07%
1,253
+53
144
$227K 0.07%
667
+5
145
$227K 0.07%
15,000
146
$227K 0.07%
653
+269
147
$226K 0.07%
1,765
148
$220K 0.07%
4,743
+1,620
149
$205K 0.07%
8,250
+4,125
150
$202K 0.07%
11,200
+3,000
4 5
6
7 8