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
126
$233K 0.09%
+5,900
127
$233K 0.09%
+21,000
128
$229K 0.09%
10,000
-7,500
129
$228K 0.09%
+2,002
130
$226K 0.09%
6,000
-2,500
131
$219K 0.09%
3,581
132
$216K 0.09%
+2,463
133
$215K 0.09%
5,000
134
$208K 0.08%
2,100
-201
135
$206K 0.08%
+3,464
136
$48K 0.02%
60,000
-12,500
137
$47K 0.02%
+16,700
138
– –
-20,840
139
– –
-5,000
140
– –
-5,768
141
– –
-105,185
142
– –
-5,614
2 3 4 5
6