We are live on ! Find out more
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
RSG icon
276
Republic Services
RSG
$64.6B
$19.7K 0.01%
90
LHX icon
277
L3Harris
LHX
$57.3B
$19K 0.01%
55
CME icon
278
CME Group
CME
$97.4B
$18.6K 0.01%
63
-20
DE icon
279
Deere & Co
DE
$156B
$18.6K 0.01%
33
-4
MICC
280
The Magnum Ice Cream Company N.V.
MICC
$11B
$18.3K 0.01%
1,225
-24,342
CBRE icon
281
CBRE Group
CBRE
$39.1B
$18.2K 0.01%
134
AGZ icon
282
iShares Agency Bond ETF
AGZ
$551M
$17.7K 0.01%
161
-663
EBC icon
283
Eastern Bankshares
EBC
$4.46B
$17.6K 0.01%
900
CWI icon
284
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.75B
$16.9K ﹤0.01%
462
ICLN icon
285
iShares Global Clean Energy ETF
ICLN
$3.04B
$16.5K ﹤0.01%
900
CEG icon
286
Constellation Energy
CEG
$90.6B
$16.2K ﹤0.01%
58
WSM icon
287
Williams-Sonoma
WSM
$26.3B
$16K ﹤0.01%
88
-104
DLR icon
288
Digital Realty Trust
DLR
$64.7B
$14.4K ﹤0.01%
80
-21
SLYG icon
289
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.89B
$13.5K ﹤0.01%
140
OXY icon
290
Occidental Petroleum
OXY
$56.2B
$13K ﹤0.01%
200
PGR icon
291
Progressive
PGR
$119B
$12.9K ﹤0.01%
65
-7
LRCX icon
292
Lam Research
LRCX
$459B
$12.8K ﹤0.01%
60
NMR icon
293
Nomura Holdings
NMR
$25.5B
$12.3K ﹤0.01%
1,559
-460
BP icon
294
BP
BP
$110B
$11.8K ﹤0.01%
250
GILD icon
295
Gilead Sciences
GILD
$156B
$11.7K ﹤0.01%
84
LCID icon
296
Lucid Motors
LCID
$2.03B
$11.1K ﹤0.01%
1,160
UNB icon
297
Union Bankshares
UNB
$108M
$10.9K ﹤0.01%
450
OTIS icon
298
Otis Worldwide
OTIS
$27.1B
$10.3K ﹤0.01%
134
LECO icon
299
Lincoln Electric
LECO
$14.1B
$10.2K ﹤0.01%
41
PXH icon
300
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
$10.1K ﹤0.01%
377
10 11
12
13 14