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
1
$14.2M 6.04%
86,051
+1,348
2
$9.35M 3.98%
180,034
+135
3
$8.94M 3.81%
542,342
+11,460
4
$7.05M 3%
198,160
+10,432
5
$6.86M 2.92%
459,570
+10,168
6
$6.83M 2.91%
343,901
+45,167
7
$6.68M 2.84%
190,600
-4,260
8
$6.67M 2.84%
603,898
+109,301
9
$5.91M 2.52%
315,593
+61,245
10
$5.6M 2.39%
200,792
+14,689
11
$5.39M 2.3%
70,854
-8,075
12
$5.39M 2.3%
188,552
+627
13
$4.98M 2.12%
211,895
+34,137
14
$4.82M 2.05%
219,497
+10,250
15
$3.9M 1.66%
45,662
-7,235
16
$3.88M 1.65%
13,445
+1
17
$3.75M 1.6%
24,190
-1,456
18
$3.61M 1.54%
69,031
-1,203
19
$3.57M 1.52%
16,041
-147
20
$3.52M 1.5%
104,165
-6,284
21
$3.18M 1.35%
39,972
-2,770
22
$3.12M 1.33%
20,963
-174
23
$3.05M 1.3%
14,015
-4,784
24
$3.04M 1.3%
23,193
-18
25
$2.92M 1.25%
12,527
-330
1
2 3 4 5