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
$251M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.37M
3
+$2.12M
4
EPC icon
Edgewell Personal Care
EPC
+$1.84M
5
HAIN icon
Hain Celestial
HAIN
+$1.83M

Top Sells

1
+$4.36M
2
+$1.92M
3
+$1.47M
4
NSP icon
Insperity
NSP
+$1.13M
5
CSCO icon
Cisco
CSCO
+$1.06M

Sector Composition

1 Healthcare 21.36%
2 Technology 16.56%
3 Consumer Staples 11.65%
4 Financials 10.46%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 1.38%
45,008
-188
27
$3.25M 1.29%
41,293
-559
28
$3.2M 1.27%
58,831
-8,979
29
$3.14M 1.25%
12,344
-748
30
$3.12M 1.24%
146,766
-24,743
31
$3.12M 1.24%
132,474
-342
32
$3.08M 1.23%
169,475
-38,085
33
$3.07M 1.22%
41,718
-5,100
34
$2.91M 1.16%
42,996
35
$2.87M 1.14%
42,900
+35,412
36
$2.84M 1.13%
24,090
-9,615
37
$2.84M 1.13%
67,851
+1,233
38
$2.79M 1.11%
52,185
+615
39
$2.73M 1.09%
39,309
-325
40
$2.71M 1.08%
27,080
+75
41
$2.71M 1.08%
28,734
-2,247
42
$2.59M 1.03%
7,338
-371
43
$2.38M 0.95%
90,445
-1,130
44
$2.28M 0.91%
11,022
-856
45
$2.2M 0.88%
19,670
46
$2.12M 0.85%
+56,250
47
$2.12M 0.84%
59,505
+550
48
$2.09M 0.83%
34,640
-460
49
$1.97M 0.79%
32,561
-715
50
$1.88M 0.75%
11,206
+2
1
2
3 4 5