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
26
$3.17M 1.38%
141,531
+2,820
27
$3.17M 1.38%
54,112
-4,719
28
$3.03M 1.32%
31,523
-3,750
29
$2.97M 1.29%
52,885
+700
30
$2.97M 1.29%
128,752
-3,722
31
$2.77M 1.21%
40,743
-975
32
$2.71M 1.18%
12,344
33
$2.63M 1.14%
39,309
34
$2.62M 1.14%
41,940
-3,068
35
$2.58M 1.12%
26,925
-155
36
$2.51M 1.09%
89,735
-710
37
$2.5M 1.09%
38,149
-3,144
38
$2.48M 1.08%
22,495
+2,825
39
$2.48M 1.08%
148,390
-21,085
40
$2.35M 1.02%
28,270
-464
41
$2.23M 0.97%
140,795
+8,562
42
$2.2M 0.96%
7,323
-15
43
$2.2M 0.96%
58,860
+19,130
44
$2.1M 0.92%
11,841
+635
45
$2.07M 0.9%
22,172
-1,918
46
$2M 0.87%
106,018
-40,748
47
$1.93M 0.84%
56,660
-2,845
48
$1.89M 0.82%
11,003
-19
49
$1.78M 0.77%
34,000
-640
50
$1.66M 0.72%
40,044
-27,807
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2
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