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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.72M
3
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

1
+$3.45M
2
+$869K
3
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
251
Blackrock
BLK
$160B
$32.7K 0.01%
34
FAST icon
252
Fastenal
FAST
$53.5B
$32.3K 0.01%
696
MRSH
253
Marsh
MRSH
$81.3B
$32.3K 0.01%
186
-7
MAA icon
254
Mid-America Apartment Communities
MAA
$16.2B
$31.8K 0.01%
260
-125
TROW icon
255
T. Rowe Price
TROW
$23.5B
$31.6K 0.01%
351
MDY icon
256
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$30.2K 0.01%
49
HIG icon
257
Hartford Financial Services
HIG
$35.5B
$30.2K 0.01%
223
-116
LCTU icon
258
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.47B
$29.2K 0.01%
416
PYPL icon
259
PayPal
PYPL
$36.6B
$29K 0.01%
642
+1
GDXJ icon
260
VanEck Junior Gold Miners ETF
GDXJ
$7.67B
$28.8K 0.01%
240
MDT icon
261
Medtronic
MDT
$103B
$28.2K 0.01%
326
-58
L icon
262
Loews
L
$22.2B
$28.1K 0.01%
263
MIDD icon
263
Middleby
MIDD
$7.17B
$26.5K 0.01%
200
KB icon
264
KB Financial Group
KB
$38.2B
$26.2K 0.01%
263
KVUE icon
265
Kenvue
KVUE
$34.8B
$25.9K 0.01%
1,500
WPM icon
266
Wheaton Precious Metals
WPM
$52.7B
$25.5K 0.01%
195
KMB icon
267
Kimberly-Clark
KMB
$34B
$25.3K 0.01%
262
ISRG icon
268
Intuitive Surgical
ISRG
$146B
$24.9K 0.01%
54
AMP icon
269
Ameriprise Financial
AMP
$41.3B
$24.9K 0.01%
56
-54
SLF icon
270
Sun Life Financial
SLF
$42.5B
$23.8K 0.01%
380
-299
UBS icon
271
UBS Group
UBS
$161B
$23.1K 0.01%
591
DELL icon
272
Dell
DELL
$256B
$21.2K 0.01%
129
-81
XLE icon
273
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$21.1K 0.01%
345
+2
SMCI icon
274
Super Micro Computer
SMCI
$18.3B
$20.5K 0.01%
900
NRG icon
275
NRG Energy
NRG
$26.5B
$20K 0.01%
137
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11
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