CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.31M
3
+$906K
4
ASML icon
ASML
ASML
+$658K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$438K

Top Sells

1
+$854K
2
+$799K
3
+$778K
4
KAI icon
Kadant
KAI
+$510K
5
AWK icon
American Water Works
AWK
+$506K

Sector Composition

1 Technology 38.52%
2 Healthcare 14.32%
3 Financials 9.85%
4 Industrials 9.36%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMCI icon
276
Super Micro Computer
SMCI
$18.6B
$26.3K 0.01%
900
-600
KVUE icon
277
Kenvue
KVUE
$33.2B
$25.9K 0.01%
1,500
DTE icon
278
DTE Energy
DTE
$28.4B
$25.4K 0.01%
197
IWS icon
279
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$25.1K 0.01%
178
BILS icon
280
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$24.8K 0.01%
250
WPM icon
281
Wheaton Precious Metals
WPM
$71B
$22.9K 0.01%
195
-124
CME icon
282
CME Group
CME
$103B
$22.7K 0.01%
83
-1
KB icon
283
KB Financial Group
KB
$34.7B
$22.6K 0.01%
263
NRG icon
284
NRG Energy
NRG
$29.7B
$21.8K 0.01%
137
CBRE icon
285
CBRE Group
CBRE
$50.4B
$21.5K 0.01%
134
CEG icon
286
Constellation Energy
CEG
$104B
$20.5K 0.01%
58
NI icon
287
NiSource
NI
$21B
$20.3K 0.01%
485
SCHG icon
288
Schwab US Large-Cap Growth ETF
SCHG
$53.2B
$19.8K 0.01%
608
RSG icon
289
Republic Services
RSG
$67.4B
$19.1K 0.01%
90
DE icon
290
Deere & Co
DE
$142B
$17.2K ﹤0.01%
37
NMR icon
291
Nomura Holdings
NMR
$26.7B
$16.9K ﹤0.01%
2,019
CWI icon
292
SPDR MSCI ACWI ex-US ETF
CWI
$2.53B
$16.6K ﹤0.01%
+462
EBC icon
293
Eastern Bankshares
EBC
$4.38B
$16.6K ﹤0.01%
900
IYR icon
294
iShares US Real Estate ETF
IYR
$4.16B
$16.4K ﹤0.01%
175
PGR icon
295
Progressive
PGR
$125B
$16.4K ﹤0.01%
72
DTM icon
296
DT Midstream
DTM
$12.6B
$16.3K ﹤0.01%
136
LHX icon
297
L3Harris
LHX
$67.4B
$16.1K ﹤0.01%
55
DLR icon
298
Digital Realty Trust
DLR
$56.1B
$15.6K ﹤0.01%
101
XLE icon
299
State Street Energy Select Sector SPDR ETF
XLE
$30.9B
$15.3K ﹤0.01%
343
+3
ICLN icon
300
iShares Global Clean Energy ETF
ICLN
$2.2B
$14.8K ﹤0.01%
900
+817
10 11
12
13 14