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
176
$62K 0.03%
+1,200
177
$62K 0.03%
+1,000
178
$61K 0.03%
+1,267
179
$61K 0.03%
+2,264
180
$60K 0.03%
+1,000
181
$58K 0.02%
+3,700
182
$57K 0.02%
+606
183
$57K 0.02%
+976
184
$53K 0.02%
+1,200
185
$52K 0.02%
+1,392
186
$52K 0.02%
+1,511
187
$52K 0.02%
+2,000
188
$51K 0.02%
+1,420
189
$51K 0.02%
+850
190
$51K 0.02%
+714
191
$51K 0.02%
+665
192
$48K 0.02%
+1,134
193
$48K 0.02%
+787
194
$48K 0.02%
+517
195
$48K 0.02%
+500
196
$47K 0.02%
+600
197
$45K 0.02%
+524
198
$45K 0.02%
+415
199
$44K 0.02%
+470
200
$43K 0.02%
+315
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8
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