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
251
$14K 0.01%
+260
252
$14K 0.01%
+106
253
$14K 0.01%
+177
254
$14K 0.01%
+200
255
$13K 0.01%
+175
256
$13K 0.01%
+180
257
$13K 0.01%
+74
258
$12K 0.01%
+450
259
$12K 0.01%
+50
260
$11K ﹤0.01%
+259
261
$10K ﹤0.01%
+117
262
$10K ﹤0.01%
+200
263
$9K ﹤0.01%
+258
264
$9K ﹤0.01%
+350
265
$8K ﹤0.01%
+98
266
$8K ﹤0.01%
+200
267
$8K ﹤0.01%
+75
268
$7K ﹤0.01%
+89
269
$7K ﹤0.01%
+78
270
$7K ﹤0.01%
+51
271
$7K ﹤0.01%
+500
272
$7K ﹤0.01%
+156
273
$6K ﹤0.01%
+100
274
$6K ﹤0.01%
+822
275
$6K ﹤0.01%
+90
9 10
11
12 13