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
201
$74.5K 0.03%
810
202
$73.9K 0.03%
710
203
$73.5K 0.03%
1,500
-1,300
204
$72.1K 0.03%
4,884
-1,831
205
$72K 0.03%
7,000
-1,000
206
$71.7K 0.03%
1,185
207
$71.5K 0.03%
300
208
$67.8K 0.03%
503
209
$67.8K 0.03%
300
210
$67.4K 0.03%
153
211
$67.2K 0.03%
300
212
$65.5K 0.03%
507
213
$63.7K 0.03%
755
-580
214
$63.6K 0.03%
4,160
-2,590
215
$63.3K 0.03%
381
-310
216
$62.3K 0.03%
150
217
$61.2K 0.03%
480
218
$60.5K 0.03%
7,000
219
$59K 0.03%
500
220
$58.8K 0.03%
1,768
+100
221
$58.5K 0.02%
85
222
$58.5K 0.02%
+300
223
$58.3K 0.02%
1,080
+840
224
$57.7K 0.02%
1,771
225
$57.4K 0.02%
400
7 8
9
10 11