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
$202M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.09M
3
+$680K
4
UTMD icon
Utah Medical Products
UTMD
+$477K
5
AMGN icon
Amgen
AMGN
+$397K

Top Sells

1
+$1.35M
2
+$412K
3
+$375K
4
CAJ
Canon, Inc.
CAJ
+$363K
5
NEOG icon
Neogen
NEOG
+$354K

Sector Composition

1 Industrials 18.96%
2 Healthcare 16.87%
3 Technology 16.58%
4 Consumer Staples 12.57%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.88M 3.89%
339,000
-976
2
$6.65M 3.29%
63,585
+1,683
3
$5.85M 2.89%
106,308
-583
4
$5.58M 2.76%
92,102
-713
5
$5.56M 2.75%
155,346
-716
6
$4.99M 2.47%
71,703
+199
7
$4.57M 2.26%
112,480
-3,010
8
$4.41M 2.18%
50,335
+1,386
9
$4.12M 2.03%
165,625
10
$4.06M 2%
38,069
-1,300
11
$3.94M 1.95%
88,752
-6,700
12
$3.89M 1.92%
99,101
+156
13
$3.74M 1.85%
200,750
+1,000
14
$3.57M 1.76%
46,730
-2,450
15
$3.55M 1.76%
44,132
16
$3.46M 1.71%
78,301
+125
17
$3.44M 1.7%
51,914
+2,334
18
$3.44M 1.7%
43,725
+1,155
19
$3.38M 1.67%
28,227
-24
20
$3.34M 1.65%
26,833
-325
21
$3.29M 1.62%
104,481
-5,375
22
$3.16M 1.56%
48,536
-350
23
$3.08M 1.52%
63,027
+1,570
24
$3.05M 1.51%
90,059
25
$2.88M 1.42%
109,382
+41,318
1
2 3 4 5