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
151
$103K 0.04%
+700
152
$100K 0.04%
+770
153
$95K 0.04%
+2,200
154
$93K 0.04%
+375
155
$89K 0.04%
+2,000
156
$84K 0.04%
+800
157
$83K 0.04%
+493
158
$82K 0.03%
+725
159
$82K 0.03%
+1,578
160
$80K 0.03%
+990
161
$80K 0.03%
+708
162
$76K 0.03%
+1,603
163
$76K 0.03%
+4,194
164
$73K 0.03%
+3,325
165
$70K 0.03%
+1,362
166
$70K 0.03%
+1,225
167
$69K 0.03%
+705
168
$67K 0.03%
+900
169
$67K 0.03%
+470
170
$66K 0.03%
+3,692
171
$64K 0.03%
+2,107
172
$64K 0.03%
+343
173
$63K 0.03%
+1,500
174
$62K 0.03%
+3,000
175
$62K 0.03%
+550
5 6
7
8 9