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
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$1.69M
3
+$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1
+$1.4M
2
+$501K
3
+$329K
4
VOD icon
Vodafone
VOD
+$249K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BILS icon
276
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
$24.9K 0.01%
+250
IWS icon
277
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$24.9K 0.01%
+178
KVUE icon
278
Kenvue
KVUE
$33B
$24.3K 0.01%
+1,500
UBS icon
279
UBS Group
UBS
$120B
$24.2K 0.01%
591
ISRG icon
280
Intuitive Surgical
ISRG
$201B
$24.1K 0.01%
54
GDXJ icon
281
VanEck Junior Gold Miners ETF
GDXJ
$9.12B
$23.8K 0.01%
240
NOMD icon
282
Nomad Foods
NOMD
$1.8B
$23.1K 0.01%
1,756
-4,909
CME icon
283
CME Group
CME
$101B
$22.6K 0.01%
84
-58
NRG icon
284
NRG Energy
NRG
$31.7B
$22.2K 0.01%
137
SNN icon
285
Smith & Nephew
SNN
$13.9B
$22K 0.01%
605
KB icon
286
KB Financial Group
KB
$31.1B
$21.8K 0.01%
263
-30
CBRE icon
287
CBRE Group
CBRE
$47.4B
$21.1K 0.01%
134
NI icon
288
NiSource
NI
$20.3B
$21K 0.01%
+485
RSG icon
289
Republic Services
RSG
$66.3B
$20.7K 0.01%
90
SCHG icon
290
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$19.4K 0.01%
608
CEG icon
291
Constellation Energy
CEG
$112B
$19.1K 0.01%
58
TTE icon
292
TotalEnergies
TTE
$141B
$18.1K 0.01%
+304
PGR icon
293
Progressive
PGR
$134B
$17.8K 0.01%
72
DLR icon
294
Digital Realty Trust
DLR
$53.7B
$17.5K ﹤0.01%
101
IYR icon
295
iShares US Real Estate ETF
IYR
$4.15B
$17K ﹤0.01%
+175
DE icon
296
Deere & Co
DE
$127B
$16.9K ﹤0.01%
37
-9
LHX icon
297
L3Harris
LHX
$50.9B
$16.8K ﹤0.01%
55
EMLP icon
298
First Trust North American Energy Infrastructure Fund
EMLP
$3.45B
$16.4K ﹤0.01%
+429
EBC icon
299
Eastern Bankshares
EBC
$4.27B
$16.3K ﹤0.01%
900
DTM icon
300
DT Midstream
DTM
$12.3B
$15.4K ﹤0.01%
136
+94
10 11
12
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