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
101
$376K 0.15%
15,220
-370
102
$375K 0.15%
6,937
+2,298
103
$375K 0.15%
4,425
104
$362K 0.14%
9,000
105
$362K 0.14%
1,860
-315
106
$358K 0.14%
4,670
107
$357K 0.14%
3,323
+800
108
$352K 0.14%
3,500
109
$350K 0.14%
25,480
-4,520
110
$343K 0.14%
1,647
111
$340K 0.14%
10,860
+852
112
$337K 0.13%
9,430
113
$336K 0.13%
7,099
-790
114
$332K 0.13%
4,550
115
$326K 0.13%
5,252
-500
116
$319K 0.13%
6,078
+1,000
117
$316K 0.13%
3,160
-200
118
$313K 0.12%
15,000
119
$297K 0.12%
7,096
-800
120
$274K 0.11%
5,180
121
$256K 0.1%
6,500
-800
122
$251K 0.1%
5,442
123
$248K 0.1%
3,217
124
$239K 0.1%
1,845
-223
125
$236K 0.09%
2,212
2 3 4
5
6