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
201
$108K 0.04%
508
202
$108K 0.04%
810
203
$108K 0.04%
726
+269
204
$107K 0.04%
547
205
$106K 0.03%
250
206
$104K 0.03%
504
207
$104K 0.03%
3,454
+26
208
$104K 0.03%
6,129
+42
209
$103K 0.03%
6,785
+75
210
$102K 0.03%
4,400
+2,700
211
$100K 0.03%
1,435
+210
212
$100K 0.03%
1,351
213
$100K 0.03%
1,900
214
$98K 0.03%
900
215
$97K 0.03%
+1,454
216
$92K 0.03%
9,500
-500
217
$91K 0.03%
893
218
$90K 0.03%
1,125
219
$90K 0.03%
604
+499
220
$89K 0.03%
445
221
$88K 0.03%
1,250
222
$88K 0.03%
3,200
223
$84K 0.03%
652
+326
224
$84K 0.03%
400
225
$83K 0.03%
1,500
7 8
9
10 11