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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$3.86M
3 +$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1 +$2.46M
2 +$1.08M
3 +$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CEG icon
276
Constellation Energy
CEG
$106B
$18.7K 0.01%
58
SNN icon
277
Smith & Nephew
SNN
$13.9B
$18.5K 0.01%
605
-35,241
SCHG icon
278
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$17.8K 0.01%
608
DLR icon
279
Digital Realty Trust
DLR
$54.3B
$17.6K 0.01%
101
-40
IUSG icon
280
iShares Core S&P US Growth ETF
IUSG
$25.7B
$17.6K 0.01%
117
GDXJ icon
281
VanEck Junior Gold Miners ETF
GDXJ
$8.14B
$16.2K ﹤0.01%
240
OTIS icon
282
Otis Worldwide
OTIS
$34.6B
$15.9K ﹤0.01%
161
HON icon
283
Honeywell
HON
$126B
$14.7K ﹤0.01%
63
NVS icon
284
Novartis
NVS
$252B
$14.5K ﹤0.01%
120
XLE icon
285
Energy Select Sector SPDR Fund
XLE
$27.6B
$14.3K ﹤0.01%
169
+2
COIN icon
286
Coinbase
COIN
$76.6B
$14K ﹤0.01%
40
LHX icon
287
L3Harris
LHX
$54.1B
$13.8K ﹤0.01%
55
EBC icon
288
Eastern Bankshares
EBC
$3.96B
$13.7K ﹤0.01%
900
ECL icon
289
Ecolab
ECL
$73.2B
$13.7K ﹤0.01%
51
MDLZ icon
290
Mondelez International
MDLZ
$73.4B
$13.5K ﹤0.01%
200
NMR icon
291
Nomura Holdings
NMR
$21.7B
$13.3K ﹤0.01%
2,019
NDAQ icon
292
Nasdaq
NDAQ
$49.7B
$13.1K ﹤0.01%
146
ABNB icon
293
Airbnb
ABNB
$74B
$12.7K ﹤0.01%
96
-35
UNB icon
294
Union Bankshares
UNB
$99.4M
$12K ﹤0.01%
450
SONY icon
295
Sony
SONY
$180B
$10.4K ﹤0.01%
400
HLN icon
296
Haleon
HLN
$42.7B
$10.4K ﹤0.01%
1,000
SBUX icon
297
Starbucks
SBUX
$96.4B
$10.2K ﹤0.01%
112
-232
ADSK icon
298
Autodesk
ADSK
$63.8B
$9.91K ﹤0.01%
32
ALK icon
299
Alaska Air
ALK
$4.83B
$9.9K ﹤0.01%
200
LVWR icon
300
LiveWire
LVWR
$934M
$9.66K ﹤0.01%
2,100