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
201
$38K 0.02%
+425
202
$37K 0.02%
+5,000
203
$37K 0.02%
+551
204
$37K 0.02%
+369
205
$36K 0.02%
+1,605
206
$34K 0.01%
+1,800
207
$33K 0.01%
+518
208
$32K 0.01%
+651
209
$32K 0.01%
+2,275
210
$31K 0.01%
+110
211
$31K 0.01%
+534
212
$31K 0.01%
+1,182
213
$30K 0.01%
+230
214
$30K 0.01%
+2,880
215
$30K 0.01%
+260
216
$29K 0.01%
+1,037
217
$28K 0.01%
+1,015
218
$28K 0.01%
+760
219
$27K 0.01%
+537
220
– –
0
221
$25K 0.01%
+1,000
222
$25K 0.01%
+490
223
$24K 0.01%
+175
224
$23K 0.01%
+265
225
$23K 0.01%
+574
7 8
9
10 11