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
151
$116K 0.05%
+1,670
152
$110K 0.05%
+7,500
153
$109K 0.05%
+971
154
$105K 0.05%
+2,333
155
$100K 0.04%
+4,271
156
$98K 0.04%
2,500
-2,500
157
$95K 0.04%
+11,100
158
$90K 0.04%
+1,888
159
$89K 0.04%
+735
160
$88K 0.04%
+1,365
161
$86K 0.04%
+10,000
162
$82K 0.04%
+638
163
$82K 0.04%
+800
164
$80K 0.03%
+3,000
165
$79K 0.03%
+900
166
$75K 0.03%
+1,193
167
$75K 0.03%
+1,700
168
$74K 0.03%
+1,200
169
$72K 0.03%
+990
170
$71K 0.03%
+1,000
171
$70K 0.03%
+765
172
$70K 0.03%
+1,082
173
$65K 0.03%
+1,975
174
$65K 0.03%
+2,342
175
$64K 0.03%
+1,200
5 6
7
8 9