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
IIPR icon
301
Innovative Industrial Properties
IIPR
$1.36B
$9.66K ﹤0.01%
175
+1
ARMK icon
302
Aramark
ARMK
$10B
$9.57K ﹤0.01%
228
GILD icon
303
Gilead Sciences
GILD
$155B
$9.31K ﹤0.01%
84
SO icon
304
Southern Company
SO
$99.9B
$9.18K ﹤0.01%
100
MDT icon
305
Medtronic
MDT
$123B
$9.15K ﹤0.01%
105
AEG icon
306
Aegon
AEG
$12.3B
$9.12K ﹤0.01%
1,259
MSI icon
307
Motorola Solutions
MSI
$63.3B
$8.83K ﹤0.01%
21
LECO icon
308
Lincoln Electric
LECO
$12.4B
$8.5K ﹤0.01%
41
OXY icon
309
Occidental Petroleum
OXY
$42.1B
$8.4K ﹤0.01%
200
MASI icon
310
Masimo
MASI
$8.12B
$8.24K ﹤0.01%
49
IBN icon
311
ICICI Bank
IBN
$111B
$8.21K ﹤0.01%
244
ALLY icon
312
Ally Financial
ALLY
$12.1B
$7.79K ﹤0.01%
200
BP icon
313
BP
BP
$93.4B
$7.48K ﹤0.01%
250
AMD icon
314
Advanced Micro Devices
AMD
$402B
$7.09K ﹤0.01%
50
IDXX icon
315
Idexx Laboratories
IDXX
$55.1B
$6.97K ﹤0.01%
13
ETSY icon
316
Etsy
ETSY
$5.64B
$6.92K ﹤0.01%
138
-345
RIVN icon
317
Rivian
RIVN
$18.5B
$6.87K ﹤0.01%
500
GDDY icon
318
GoDaddy
GDDY
$17.5B
$6.66K ﹤0.01%
37
STNE icon
319
StoneCo
STNE
$4.4B
$6.58K ﹤0.01%
410
JSTC icon
320
Adasina Social Justice All Cap Global ETF
JSTC
$250M
$6.56K ﹤0.01%
331
+1
CTSH icon
321
Cognizant
CTSH
$35B
$6.16K ﹤0.01%
79
CLX icon
322
Clorox
CLX
$12.6B
$6K ﹤0.01%
50
LRCX icon
323
Lam Research
LRCX
$186B
$5.84K ﹤0.01%
60
ACM icon
324
Aecom
ACM
$17.7B
$5.64K ﹤0.01%
50
EQIX icon
325
Equinix
EQIX
$77.1B
$5.57K ﹤0.01%
7