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
$360M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.31M
3
+$906K
4
ASML icon
ASML
ASML
+$658K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$438K

Top Sells

1
+$854K
2
+$799K
3
+$778K
4
KAI icon
Kadant
KAI
+$510K
5
AWK icon
American Water Works
AWK
+$506K

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
SO icon
326
Southern Company
SO
$97.3B
$8.72K ﹤0.01%
100
BP icon
327
BP
BP
$96.7B
$8.68K ﹤0.01%
250
ARMK icon
328
Aramark
ARMK
$10.1B
$8.47K ﹤0.01%
230
+1
HON icon
329
Honeywell
HON
$138B
$8.39K ﹤0.01%
43
OXY icon
330
Occidental Petroleum
OXY
$44.2B
$8.22K ﹤0.01%
200
AMD icon
331
Advanced Micro Devices
AMD
$411B
$8.14K ﹤0.01%
38
-12
MSI icon
332
Motorola Solutions
MSI
$67.5B
$8.05K ﹤0.01%
21
ETSY icon
333
Etsy
ETSY
$5.64B
$7.65K ﹤0.01%
138
AEP icon
334
American Electric Power
AEP
$63.6B
$7.61K ﹤0.01%
66
IBN icon
335
ICICI Bank
IBN
$106B
$7.27K ﹤0.01%
244
JSTC icon
336
Adasina Social Justice All Cap Global ETF
JSTC
$273M
$6.78K ﹤0.01%
334
+3
SBUX icon
337
Starbucks
SBUX
$108B
$6.74K ﹤0.01%
80
-32
RY icon
338
Royal Bank of Canada
RY
$233B
$6.65K ﹤0.01%
39
CTSH icon
339
Cognizant
CTSH
$40.2B
$6.56K ﹤0.01%
79
MASI icon
340
Masimo
MASI
$7.39B
$6.37K ﹤0.01%
49
ORA icon
341
Ormat Technologies
ORA
$7.78B
$6.19K ﹤0.01%
56
JCI icon
342
Johnson Controls International
JCI
$71.5B
$6.11K ﹤0.01%
51
STNE icon
343
StoneCo
STNE
$4.46B
$6.06K ﹤0.01%
410
WF icon
344
Woori Financial
WF
$15.3B
$5.88K ﹤0.01%
100
SNN icon
345
Smith & Nephew
SNN
$14.4B
$5.74K ﹤0.01%
175
-430
ALL icon
346
Allstate
ALL
$51.6B
$5.41K ﹤0.01%
26
IWR icon
347
iShares Russell Mid-Cap ETF
IWR
$47.9B
$5.39K ﹤0.01%
56
MUFG icon
348
Mitsubishi UFJ Financial
MUFG
$203B
$5.38K ﹤0.01%
339
DUK icon
349
Duke Energy
DUK
$93.5B
$4.92K ﹤0.01%
42
SMFG icon
350
Sumitomo Mitsui Financial
SMFG
$134B
$4.83K ﹤0.01%
250
12 13
14
15 16