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
76
$585K 0.25%
14,470
-2,000
77
$577K 0.25%
4,368
+463
78
$576K 0.25%
8,451
+2,304
79
$545K 0.24%
19,390
-3,656
80
$544K 0.24%
2,175
81
$522K 0.23%
12,465
-40
82
$513K 0.22%
4,675
83
$506K 0.22%
2,663
+1,016
84
$503K 0.22%
15,152
-815
85
$500K 0.22%
7,113
-700
86
$492K 0.21%
5,037
+625
87
$477K 0.21%
2,337
-25
88
$460K 0.2%
127,700
+41,300
89
$459K 0.2%
5,515
-460
90
$452K 0.2%
3,868
+625
91
$447K 0.19%
4,359
-900
92
$440K 0.19%
+1,365
93
$432K 0.19%
13,920
+3,060
94
$430K 0.19%
9,328
+3,250
95
$425K 0.19%
8,160
-7,690
96
$416K 0.18%
4,185
97
$390K 0.17%
2,435
-460
98
$387K 0.17%
15,220
99
$387K 0.17%
2,800
100
$384K 0.17%
5,175
+750
2 3
4
5 6