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
176
$96.5K 0.04%
875
+375
177
$96.2K 0.04%
633
178
$95.2K 0.04%
6,653
179
$94.5K 0.04%
300
180
$93.9K 0.04%
3,200
181
$92.1K 0.04%
461
182
$92.1K 0.04%
3,456
183
$91.9K 0.04%
+500
184
$90.9K 0.04%
1,400
-25
185
$90.2K 0.04%
504
186
$90K 0.04%
3,593
-1
187
$89.8K 0.04%
680
188
$88.6K 0.04%
965
189
$88.5K 0.04%
6,428
190
$87.3K 0.04%
2,190
191
$86.3K 0.04%
451
192
$83.8K 0.04%
2,243
-848
193
$82.8K 0.04%
2,095
194
$81.6K 0.03%
362
195
$81.2K 0.03%
1,200
196
$78.3K 0.03%
1,250
-1,000
197
$78.1K 0.03%
585
198
$78.1K 0.03%
+952
199
$77.4K 0.03%
800
200
$74.6K 0.03%
1,500
6 7
8
9 10