CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
-1.21%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$307M
AUM Growth
-$7.46M
(-2.4%)
Cap. Flow
+$57.7K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
32.1%
Holding
492
New
33
Increased
69
Reduced
120
Closed
43
Top Buys
| 1 |
Kadant
KAI
|
$3.14M |
| 2 |
ASML
ASML
|
$2.1M |
| 3 |
NVIDIA
NVDA
|
$1.77M |
| 4 |
Moody's
MCO
|
$1.75M |
| 5 |
Jack Henry & Associates
JKHY
|
$1.74M |
Top Sells
| 1 |
Smith & Nephew
SNN
|
$4.27M |
| 2 |
AGCO
AGCO
|
$2.45M |
| 3 |
Sprouts Farmers Market
SFM
|
$1.7M |
| 4 |
Organon & Co
OGN
|
$1.3M |
| 5 |
Takeda Pharmaceutical
TAK
|
$1.09M |
Sector Composition
| 1 | Technology | 35.65% |
| 2 | Healthcare | 15.61% |
| 3 | Consumer Staples | 13.05% |
| 4 | Industrials | 8.42% |
| 5 | Financials | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
ICICI Bank
IBN
$113B
| $7.69K | ﹤0.01% |
244
| – | – |
|
327
Clorox
CLX
$15.5B
| $7.36K | ﹤0.01% |
+50
| New | +$7.36K |
|
328
Ally Financial
ALLY
$12.7B
| $7.29K | ﹤0.01% |
200
| – | – |
|
329
Coinbase
COIN
$76.8B
| $6.89K | ﹤0.01% |
40
| – | – |
|
330
CrowdStrike
CRWD
$105B
| $6.7K | ﹤0.01% |
19
+16
| +533% | +$5.64K |
|
331
GoDaddy
GDDY
$20.1B
| $6.67K | ﹤0.01% |
37
| – | – |
|
332
Hasbro
HAS
$11.2B
| $6.58K | ﹤0.01% |
107
+44
| +70% | +$2.71K |
|
333
Rivian
RIVN
$17.2B
| $6.23K | ﹤0.01% |
500
+390
| +355% | +$4.86K |
|
334
Cognizant
CTSH
$35.1B
| $6.04K | ﹤0.01% |
79
-63
| -44% | -$4.82K |
|
335
Adasina Social Justice All Cap Global ETF
JSTC
$252M
| $5.97K | ﹤0.01% |
330
| – | – |
|
336
Equinix
EQIX
$75.7B
| $5.71K | ﹤0.01% |
7
| – | – |
|
337
Paycom
PAYC
$12.6B
| $5.54K | ﹤0.01% |
+25
| New | +$5.54K |
|
|
CHX
338
DELISTED
ChampionX
CHX
| $5.48K | ﹤0.01% |
184
| – | – |
|
339
Idexx Laboratories
IDXX
$51.4B
| $5.46K | ﹤0.01% |
13
| – | – |
|
340
Allstate
ALL
$53.1B
| $5.38K | ﹤0.01% |
26
| – | – |
|
341
Advanced Micro Devices
AMD
$245B
| $5.14K | ﹤0.01% |
50
-6
| -11% | -$616 |
|
342
Wipro
WIT
$28.6B
| $5.03K | ﹤0.01% |
1,644
-1,452
| -47% | -$4.44K |
|
343
MetLife
MET
$52.9B
| $4.98K | ﹤0.01% |
62
| – | – |
|
344
Associated Banc-Corp
ASB
$4.42B
| $4.93K | ﹤0.01% |
219
| – | – |
|
345
Kellanova
K
$27.8B
| $4.87K | ﹤0.01% |
59
| – | – |
|
346
Humana
HUM
$37B
| $4.76K | ﹤0.01% |
18
-24
| -57% | -$6.35K |
|
347
Snowflake
SNOW
$75.3B
| $4.68K | ﹤0.01% |
32
+12
| +60% | +$1.75K |
|
348
Aecom
ACM
$16.8B
| $4.64K | ﹤0.01% |
50
-118
| -70% | -$10.9K |
|
349
Mitsubishi UFJ Financial
MUFG
$174B
| $4.62K | ﹤0.01% |
339
| – | – |
|
350
Royal Bank of Canada
RY
$204B
| $4.4K | ﹤0.01% |
39
-47
| -55% | -$5.3K |
|