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
51
$1.85M 0.74%
14,241
-372
52
$1.84M 0.73%
+39,730
53
$1.75M 0.7%
12,141
+1,544
54
$1.72M 0.69%
57,558
-49,018
55
$1.56M 0.62%
15,160
-200
56
$1.51M 0.6%
34,767
-3,818
57
$1.45M 0.58%
13,438
-1,225
58
$1.42M 0.56%
7,982
59
$1.35M 0.54%
18,448
-950
60
$1.33M 0.53%
15,070
+500
61
$1.31M 0.52%
12,180
-3,250
62
$1.25M 0.5%
10,664
-510
63
$1.2M 0.48%
15,850
-300
64
$1.2M 0.48%
31,140
-4,185
65
$1.04M 0.42%
4,278
-20
66
$991K 0.39%
10,483
67
$979K 0.39%
71,735
-3,765
68
$978K 0.39%
19,890
-760
69
$907K 0.36%
53,915
-1,200
70
$881K 0.35%
23,884
-357
71
$880K 0.35%
14,740
-2,000
72
$875K 0.35%
15,967
-1,650
73
$819K 0.33%
7,813
-725
74
$815K 0.32%
18,995
-1,000
75
$788K 0.31%
10,736
-550
1 2
3
4 5