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
151
$141K 0.06%
397
152
$139K 0.06%
6,305
-3,500
153
$139K 0.06%
813
-87
154
$139K 0.06%
+3,400
155
$138K 0.06%
4,000
-3,000
156
$138K 0.06%
1,270
157
$137K 0.06%
1,022
158
$137K 0.06%
+245
159
$127K 0.05%
1,800
-110
160
$122K 0.05%
10,971
161
$121K 0.05%
3,945
162
$120K 0.05%
2,442
163
$120K 0.05%
1,573
-65
164
$118K 0.05%
3,000
165
$117K 0.05%
550
-16
166
$115K 0.05%
1,508
167
$114K 0.05%
1,666
168
$113K 0.05%
1,765
169
$112K 0.05%
3,800
+700
170
$108K 0.05%
+650
171
$108K 0.05%
1,234
-115
172
$107K 0.05%
600
173
$104K 0.04%
462
-21
174
$103K 0.04%
2,259
175
$102K 0.04%
12,485
-2,625
5 6
7
8 9