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
176
$146K 0.05%
2,185
-1,000
177
$145K 0.05%
4,309
+3,810
178
$141K 0.05%
2,015
-290
179
$141K 0.05%
987
180
$140K 0.05%
4,298
181
$139K 0.05%
498
+15
182
$138K 0.05%
3,945
183
$135K 0.04%
566
184
$134K 0.04%
1,335
185
$132K 0.04%
4,470
+875
186
$132K 0.04%
2,848
187
$131K 0.04%
1,270
188
$131K 0.04%
2,610
+1,740
189
$130K 0.04%
3,000
190
$127K 0.04%
+120,000
191
$126K 0.04%
660
-30
192
$119K 0.04%
3,095
+750
193
$119K 0.04%
1,933
194
$119K 0.04%
616
195
$117K 0.04%
2,259
+262
196
$113K 0.04%
1,927
+201
197
$113K 0.04%
1,400
198
$111K 0.04%
2,133
+783
199
$111K 0.04%
6,372
+48
200
$110K 0.04%
405
6 7
8
9 10