CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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 +$2.27M
2 +$1.24M
3 +$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

1 +$824K
2 +$781K
3 +$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

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
NDAQ icon
301
Nasdaq
NDAQ
$48.6B
$14.2K ﹤0.01%
146
SLYG icon
302
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.9B
$13.2K ﹤0.01%
+140
ABNB icon
303
Airbnb
ABNB
$75.7B
$13K ﹤0.01%
96
LCID icon
304
Lucid Motors
LCID
$3.24B
$12.3K ﹤0.01%
1,160
OTIS icon
305
Otis Worldwide
OTIS
$32.3B
$11.7K ﹤0.01%
134
-27
MDLZ icon
306
Mondelez International
MDLZ
$70.4B
$10.8K ﹤0.01%
200
UNB icon
307
Union Bankshares
UNB
$108M
$10.7K ﹤0.01%
450
ADBE icon
308
Adobe
ADBE
$102B
$10.5K ﹤0.01%
30
IJR icon
309
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$10.5K ﹤0.01%
87
GILD icon
310
Gilead Sciences
GILD
$180B
$10.3K ﹤0.01%
84
LRCX icon
311
Lam Research
LRCX
$265B
$10.3K ﹤0.01%
60
SONY icon
312
Sony
SONY
$128B
$10.2K ﹤0.01%
400
HLN icon
313
Haleon
HLN
$44.7B
$10.1K ﹤0.01%
1,000
ALK icon
314
Alaska Air
ALK
$4.36B
$10.1K ﹤0.01%
200
RIVN icon
315
Rivian
RIVN
$18.4B
$9.86K ﹤0.01%
500
LECO icon
316
Lincoln Electric
LECO
$14.2B
$9.82K ﹤0.01%
41
PXH icon
317
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.84B
$9.73K ﹤0.01%
+377
AEG icon
318
Aegon
AEG
$10.3B
$9.71K ﹤0.01%
1,259
RUN icon
319
Sunrun
RUN
$2.85B
$9.35K ﹤0.01%
+508
LVWR icon
320
LiveWire
LVWR
$358M
$9.28K ﹤0.01%
2,100
ALLY icon
321
Ally Financial
ALLY
$11.2B
$9.06K ﹤0.01%
200
COIN icon
322
Coinbase
COIN
$51.6B
$9.05K ﹤0.01%
40
SGOV icon
323
iShares 0-3 Month Treasury Bond ETF
SGOV
$78.2B
$9.03K ﹤0.01%
90
NOMD icon
324
Nomad Foods
NOMD
$1.4B
$8.87K ﹤0.01%
709
-1,047
IDXX icon
325
Idexx Laboratories
IDXX
$45.7B
$8.79K ﹤0.01%
13