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
$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
1
$12.9M 4.22%
90,995
+10,807
2
$10.9M 3.57%
400,043
+34,972
3
$8.34M 2.74%
72,357
-4,490
4
$8.16M 2.68%
170,878
+5,180
5
$7.73M 2.53%
142,505
+4,222
6
$7.68M 2.52%
349,955
-1,190
7
$7.47M 2.45%
140,212
-7,666
8
$7.22M 2.37%
467,064
+31,770
9
$6.83M 2.24%
127,619
-7,094
10
$6.57M 2.15%
136,201
+7,895
11
$5.92M 1.94%
99,012
+507
12
$5.91M 1.94%
335,615
+20,667
13
$5.51M 1.81%
16,368
-691
14
$5.11M 1.68%
206,458
+43,778
15
$5.11M 1.68%
220,496
+17,265
16
$4.99M 1.64%
127,066
+1,181
17
$4.75M 1.56%
87,327
-7,696
18
$4.29M 1.41%
144,537
-14,160
19
$4.09M 1.34%
85,479
+2,570
20
$4.08M 1.34%
53,947
+419
21
$4M 1.31%
68,898
-6,050
22
$3.97M 1.3%
144,004
+5,683
23
$3.9M 1.28%
24,175
+379
24
$3.87M 1.27%
13,730
+64
25
$3.71M 1.22%
18,545
+250
1
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