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
1
$11.8M 4.68%
208,296
-34,020
2
$8.7M 3.46%
178,773
-21,787
3
$8.06M 3.21%
58,363
+45
4
$7.78M 3.1%
107,654
+2,387
5
$7.42M 2.95%
313,935
+2,335
6
$6.2M 2.47%
285,558
+27,603
7
$5.1M 2.03%
91,821
+1,929
8
$5M 1.99%
75,828
-120
9
$4.96M 1.97%
110,967
+2,420
10
$4.9M 1.95%
32,505
-3,075
11
$4.66M 1.85%
32,993
-337
12
$4.4M 1.75%
205,088
-683
13
$4.35M 1.73%
20,979
-422
14
$4.19M 1.67%
248,605
+19,235
15
$4.15M 1.65%
96,670
+13,255
16
$4.12M 1.64%
18,127
-1,250
17
$3.98M 1.59%
138,711
+1,035
18
$3.98M 1.58%
47,775
+4,582
19
$3.75M 1.49%
21,274
-329
20
$3.69M 1.47%
16,774
+30
21
$3.65M 1.45%
31,889
+30
22
$3.6M 1.43%
87,415
+68,645
23
$3.59M 1.43%
132,233
+67,475
24
$3.53M 1.41%
191,752
+686
25
$3.51M 1.4%
35,273
-2,102
1
2 3 4 5