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
$230M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$899K
3
+$843K
4
EPC icon
Edgewell Personal Care
EPC
+$714K
5
GIS icon
General Mills
GIS
+$560K

Top Sells

1
+$1.15M
2
+$972K
3
+$902K
4
GEN icon
Gen Digital
GEN
+$770K
5
CSCO icon
Cisco
CSCO
+$686K

Sector Composition

1 Healthcare 22.02%
2 Technology 14.31%
3 Consumer Staples 12.12%
4 Financials 10.71%
5 Industrials 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.01%
+900
227
$22K 0.01%
+350
228
$21K 0.01%
+3,083
229
$21K 0.01%
+636
230
$21K 0.01%
+70
231
$21K 0.01%
+200
232
$21K 0.01%
+450
233
$21K 0.01%
+750
234
$19K 0.01%
+250
235
$19K 0.01%
+590
236
$19K 0.01%
+208
237
$19K 0.01%
+348
238
$19K 0.01%
+142
239
$18K 0.01%
+250
240
$17K 0.01%
+222
241
$17K 0.01%
+100
242
$17K 0.01%
+324
243
$17K 0.01%
+800
244
$16K 0.01%
+362
245
$16K 0.01%
+251
246
$15K 0.01%
+221
247
$15K 0.01%
+80
248
$15K 0.01%
+115
249
$15K 0.01%
+1,855
250
$14K 0.01%
+591
8 9
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