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
HLN icon
326
Haleon
HLN
$45.9B
$8.97K ﹤0.01%
1,000
ARMK icon
327
Aramark
ARMK
$10.1B
$8.8K ﹤0.01%
229
+1
BP icon
328
BP
BP
$96.7B
$8.62K ﹤0.01%
250
IDXX icon
329
Idexx Laboratories
IDXX
$54.9B
$8.31K ﹤0.01%
13
AMD icon
330
Advanced Micro Devices
AMD
$411B
$8.09K ﹤0.01%
50
LRCX icon
331
Lam Research
LRCX
$301B
$8.03K ﹤0.01%
60
ALLY icon
332
Ally Financial
ALLY
$13B
$7.84K ﹤0.01%
200
STNE icon
333
StoneCo
STNE
$4.46B
$7.75K ﹤0.01%
410
AEP icon
334
American Electric Power
AEP
$63.6B
$7.42K ﹤0.01%
+66
IBN icon
335
ICICI Bank
IBN
$106B
$7.38K ﹤0.01%
244
RIVN icon
336
Rivian
RIVN
$18.6B
$7.34K ﹤0.01%
500
NVS icon
337
Novartis
NVS
$284B
$7.31K ﹤0.01%
57
-63
MASI icon
338
Masimo
MASI
$7.39B
$7.23K ﹤0.01%
49
JSTC icon
339
Adasina Social Justice All Cap Global ETF
JSTC
$273M
$6.74K ﹤0.01%
331
ACM icon
340
Aecom
ACM
$12.6B
$6.52K ﹤0.01%
50
CLX icon
341
Clorox
CLX
$13.3B
$6.17K ﹤0.01%
50
RY icon
342
Royal Bank of Canada
RY
$233B
$5.75K ﹤0.01%
39
WF icon
343
Woori Financial
WF
$15.3B
$5.62K ﹤0.01%
100
JCI icon
344
Johnson Controls International
JCI
$71.5B
$5.61K ﹤0.01%
51
ALL icon
345
Allstate
ALL
$51.6B
$5.58K ﹤0.01%
26
DD icon
346
DuPont de Nemours
DD
$18.7B
$5.53K ﹤0.01%
+170
IWR icon
347
iShares Russell Mid-Cap ETF
IWR
$47.9B
$5.41K ﹤0.01%
+56
MUFG icon
348
Mitsubishi UFJ Financial
MUFG
$203B
$5.4K ﹤0.01%
339
ORA icon
349
Ormat Technologies
ORA
$7.78B
$5.39K ﹤0.01%
56
CTSH icon
350
Cognizant
CTSH
$40.2B
$5.3K ﹤0.01%
79