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
201
$43K 0.02%
+365
202
$42K 0.02%
+1,800
203
$41K 0.02%
+303
204
$40K 0.02%
+151
205
$39K 0.02%
+433
206
$39K 0.02%
+366
207
$39K 0.02%
+567
208
$38K 0.02%
+715
209
$38K 0.02%
+1,200
210
$37K 0.02%
+282
211
$37K 0.02%
665
-2,475
212
$36K 0.02%
+875
213
$34K 0.01%
+1,015
214
$33K 0.01%
+438
215
$33K 0.01%
+635
216
$33K 0.01%
+782
217
$32K 0.01%
+1,000
218
$32K 0.01%
+2,275
219
$32K 0.01%
+266
220
$31K 0.01%
+375
221
$31K 0.01%
+135
222
$31K 0.01%
+114
223
$31K 0.01%
+1,200
224
$30K 0.01%
+584
225
$30K 0.01%
+800
7 8
9
10 11