CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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
XLE icon
301
State Street Energy Select Sector SPDR ETF
XLE
$30.9B
$15.2K ﹤0.01%
340
+2
OTIS icon
302
Otis Worldwide
OTIS
$34.5B
$14.7K ﹤0.01%
161
NMR icon
303
Nomura Holdings
NMR
$26.7B
$14.7K ﹤0.01%
2,019
COIN icon
304
Coinbase
COIN
$56.5B
$13.5K ﹤0.01%
40
NDAQ icon
305
Nasdaq
NDAQ
$56.4B
$12.9K ﹤0.01%
146
MDLZ icon
306
Mondelez International
MDLZ
$74.5B
$12.5K ﹤0.01%
200
ABNB icon
307
Airbnb
ABNB
$79.8B
$11.7K ﹤0.01%
96
SONY icon
308
Sony
SONY
$133B
$11.5K ﹤0.01%
400
UNB icon
309
Union Bankshares
UNB
$114M
$11.1K ﹤0.01%
450
ADBE icon
310
Adobe
ADBE
$123B
$10.6K ﹤0.01%
30
-22
IJR icon
311
iShares Core S&P Small-Cap ETF
IJR
$93.4B
$10.3K ﹤0.01%
+87
ADSK icon
312
Autodesk
ADSK
$56.9B
$10.2K ﹤0.01%
32
AEG icon
313
Aegon
AEG
$11.8B
$10.1K ﹤0.01%
1,259
LVWR icon
314
LiveWire
LVWR
$465M
$9.97K ﹤0.01%
2,100
ALK icon
315
Alaska Air
ALK
$6.05B
$9.96K ﹤0.01%
200
LECO icon
316
Lincoln Electric
LECO
$14.1B
$9.67K ﹤0.01%
41
MSI icon
317
Motorola Solutions
MSI
$67.5B
$9.6K ﹤0.01%
21
SO icon
318
Southern Company
SO
$97.3B
$9.48K ﹤0.01%
100
OXY icon
319
Occidental Petroleum
OXY
$44.2B
$9.45K ﹤0.01%
200
IIPR icon
320
Innovative Industrial Properties
IIPR
$1.34B
$9.44K ﹤0.01%
176
+1
SBUX icon
321
Starbucks
SBUX
$108B
$9.44K ﹤0.01%
112
GILD icon
322
Gilead Sciences
GILD
$173B
$9.32K ﹤0.01%
84
ETSY icon
323
Etsy
ETSY
$5.64B
$9.16K ﹤0.01%
138
SGOV icon
324
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.7B
$9.06K ﹤0.01%
+90
HON icon
325
Honeywell
HON
$138B
$9.05K ﹤0.01%
43
-20