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
276
$5K ﹤0.01%
+91
277
$4K ﹤0.01%
+160
278
$4K ﹤0.01%
+37
279
$4K ﹤0.01%
+300
280
$4K ﹤0.01%
+100
281
$4K ﹤0.01%
+82
282
$4K ﹤0.01%
+62
283
$3K ﹤0.01%
+65
284
$3K ﹤0.01%
+79
285
$3K ﹤0.01%
+522
286
$2K ﹤0.01%
+13
287
$2K ﹤0.01%
+19
288
$2K ﹤0.01%
+100
289
$2K ﹤0.01%
+256
290
$2K ﹤0.01%
+76
291
$2K ﹤0.01%
+23
292
$2K ﹤0.01%
+40
293
$1K ﹤0.01%
+169
294
$1K ﹤0.01%
+44
295
$1K ﹤0.01%
+270
296
$1K ﹤0.01%
+8
297
$1K ﹤0.01%
+37
298
$1K ﹤0.01%
+32
299
$1K ﹤0.01%
+23
300
$1K ﹤0.01%
+100
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