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
76
$756K 0.3%
23,046
-29,884
77
$748K 0.3%
15,442
-6,713
78
$713K 0.28%
14,722
-987
79
$645K 0.26%
5,975
-465
80
$632K 0.25%
2,175
81
$623K 0.25%
3,905
-522
82
$604K 0.24%
59,220
+2,270
83
$585K 0.23%
5,259
-315
84
$584K 0.23%
6,150
85
$576K 0.23%
22,696
+5,223
86
$563K 0.22%
+16,470
87
$559K 0.22%
4,185
-50
88
$555K 0.22%
23,573
-36,097
89
$547K 0.22%
4,675
-160
90
$528K 0.21%
12,505
-1,354
91
$523K 0.21%
6,147
+1,950
92
$506K 0.2%
2,362
-37
93
$498K 0.2%
4,412
-1,000
94
$484K 0.19%
2,895
+460
95
$456K 0.18%
+2,800
96
$442K 0.18%
3,243
97
$435K 0.17%
2,225
+950
98
$398K 0.16%
86,400
+68,400
99
$393K 0.16%
1,634
100
$383K 0.15%
6,900
-280
2 3
4
5 6