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
151
$202K 0.07%
20,650
+500
152
$199K 0.07%
2,795
-200
153
$198K 0.06%
2,794
154
$198K 0.06%
1,300
155
$196K 0.06%
1,916
156
$194K 0.06%
2,229
+966
157
$189K 0.06%
6,750
158
$186K 0.06%
1,100
-100
159
$185K 0.06%
4,450
-1,300
160
$184K 0.06%
1,387
-17
161
$184K 0.06%
1,320
162
$182K 0.06%
1,110
+114
163
$180K 0.06%
1,915
+840
164
$178K 0.06%
1,424
-741
165
$176K 0.06%
2,042
+11
166
$174K 0.06%
795
167
$174K 0.06%
4,896
168
$169K 0.06%
2,200
169
$161K 0.05%
3,789
+333
170
$160K 0.05%
2,161
171
$159K 0.05%
725
172
$157K 0.05%
+2,900
173
$150K 0.05%
966
+633
174
$148K 0.05%
15,000
175
$147K 0.05%
1,670
5 6
7
8 9