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
176
$63K 0.03%
26,700
+10,000
177
$62K 0.03%
+65
178
$61K 0.03%
+550
179
$60K 0.03%
+1,500
180
$59K 0.03%
+150
181
$59K 0.03%
+1,200
182
$58K 0.03%
+2,000
183
$55K 0.02%
+4,400
184
$52K 0.02%
+1,200
185
$51K 0.02%
+3,700
186
$51K 0.02%
+975
187
$48K 0.02%
+715
188
$47K 0.02%
+1,134
189
$47K 0.02%
+248
190
$46K 0.02%
+623
191
$45K 0.02%
+500
192
$45K 0.02%
+2,200
193
$44K 0.02%
+1,500
194
$44K 0.02%
+665
195
$42K 0.02%
+800
196
$41K 0.02%
+381
197
$40K 0.02%
+600
198
$40K 0.02%
+564
199
$40K 0.02%
+1,740
200
$39K 0.02%
+863
6 7
8
9 10