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
51
$1.46M 0.63%
32,231
-1,805
52
$1.44M 0.63%
30,721
-1,840
53
$1.43M 0.62%
39,607
+4,840
54
$1.36M 0.59%
14,430
+2,250
55
$1.36M 0.59%
14,970
-100
56
$1.33M 0.58%
12,227
+86
57
$1.24M 0.54%
7,881
-101
58
$1.14M 0.5%
18,173
-275
59
$1.1M 0.48%
11,810
-3,350
60
$1.04M 0.45%
11,233
+750
61
$966K 0.42%
11,858
-1,580
62
$938K 0.41%
31,015
-125
63
$935K 0.41%
4,178
-100
64
$931K 0.41%
66,050
-5,685
65
$905K 0.39%
18,995
66
$831K 0.36%
11,486
+750
67
$785K 0.34%
14,722
68
$776K 0.34%
22,684
-1,200
69
$775K 0.34%
52,725
-1,190
70
$768K 0.33%
78,400
+19,180
71
$765K 0.33%
7,844
-2,820
72
$697K 0.3%
16,790
-3,100
73
$682K 0.3%
13,180
-1,560
74
$623K 0.27%
28,898
+6,202
75
$610K 0.27%
14,372
-1,070
1 2
3
4 5