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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
HLN icon
301
Haleon
HLN
$40.3B
$10K ﹤0.01%
1,000
HON icon
302
Honeywell
HON
$140B
$9.72K ﹤0.01%
43
SO icon
303
Southern Company
SO
$106B
$9.65K ﹤0.01%
100
ARMK icon
304
Aramark
ARMK
$14.3B
$9.34K ﹤0.01%
230
AEG icon
305
Aegon
AEG
$13.1B
$9.14K ﹤0.01%
1,259
ACN icon
306
Accenture
ACN
$105B
$9.12K ﹤0.01%
46
-93
MSI icon
307
Motorola Solutions
MSI
$68.4B
$9.11K ﹤0.01%
21
SGOV icon
308
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$9.06K ﹤0.01%
90
MASI
309
DELISTED
Masimo
MASI
$8.72K ﹤0.01%
49
AEP icon
310
American Electric Power
AEP
$70.3B
$8.65K ﹤0.01%
66
SONY icon
311
Sony
SONY
$121B
$8.28K ﹤0.01%
400
ALLY icon
312
Ally Financial
ALLY
$13.6B
$7.85K ﹤0.01%
200
AMD icon
313
Advanced Micro Devices
AMD
$834B
$7.73K ﹤0.01%
38
RIVN icon
314
Rivian
RIVN
$22.5B
$7.53K ﹤0.01%
500
ALK icon
315
Alaska Air
ALK
$5.27B
$7.36K ﹤0.01%
200
IDXX icon
316
Idexx Laboratories
IDXX
$44.2B
$7.3K ﹤0.01%
13
ADBE icon
317
Adobe
ADBE
$82.5B
$7.29K ﹤0.01%
30
FSLY icon
318
Fastly Inc
FSLY
$2.9B
$7.26K ﹤0.01%
250
SBUX icon
319
Starbucks
SBUX
$117B
$7.17K ﹤0.01%
80
ZBH icon
320
Zimmer Biomet
ZBH
$17.1B
$7.05K ﹤0.01%
78
-306
COIN icon
321
Coinbase
COIN
$42.1B
$6.98K ﹤0.01%
40
ETSY icon
322
Etsy
ETSY
$6.59B
$6.9K ﹤0.01%
138
RUN icon
323
Sunrun
RUN
$3.07B
$6.89K ﹤0.01%
508
JCI icon
324
Johnson Controls International
JCI
$88.4B
$6.68K ﹤0.01%
51
WF icon
325
Woori Financial
WF
$15.1B
$6.66K ﹤0.01%
100