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
101
$384K 0.17%
26,480
+1,000
102
$356K 0.16%
6,852
+1,600
103
$351K 0.15%
1,860
104
$341K 0.15%
7,211
+1,769
105
$331K 0.14%
+3,043
106
$311K 0.14%
4,550
107
$308K 0.13%
7,096
108
$303K 0.13%
6,449
-650
109
$303K 0.13%
5,700
-1,200
110
$299K 0.13%
9,000
111
$292K 0.13%
2,523
-800
112
$271K 0.12%
20,000
-1,000
113
$270K 0.12%
4,520
-150
114
$267K 0.12%
+12,879
115
$265K 0.12%
15,000
116
$264K 0.11%
1,634
117
$261K 0.11%
24,672
-32,886
118
$258K 0.11%
14,182
-9,391
119
$251K 0.11%
+1,575
120
$245K 0.11%
2,045
+200
121
$237K 0.1%
5,180
122
$235K 0.1%
3,567
+350
123
$234K 0.1%
5,000
-1,000
124
$230K 0.1%
8,066
-1,364
125
$228K 0.1%
3,464
3 4
5
6 7