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
126
$211K 0.09%
2,212
127
$209K 0.09%
3,581
128
$200K 0.09%
2,660
-500
129
$197K 0.09%
1,727
-275
130
$195K 0.08%
2,100
131
$184K 0.08%
+4,300
132
$182K 0.08%
+1,700
133
$171K 0.07%
4,701
-2,236
134
$165K 0.07%
+1,293
135
$159K 0.07%
+5,252
136
$154K 0.07%
+2,946
137
$150K 0.07%
+2,655
138
$144K 0.06%
+1,075
139
$142K 0.06%
+1,535
140
$142K 0.06%
+6,610
141
$140K 0.06%
+619
142
$140K 0.06%
825
-1,400
143
$135K 0.06%
+665
144
$128K 0.06%
+2,820
145
$127K 0.06%
+2,200
146
$125K 0.05%
1,491
-972
147
$122K 0.05%
+4,326
148
$121K 0.05%
160,000
+100,000
149
$119K 0.05%
3,300
-3,200
150
$118K 0.05%
+927
4 5
6
7 8