CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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 +$4.59M
2 +$1.68M
3 +$712K
4
CRM icon
Salesforce
CRM
+$482K
5
LULU icon
lululemon athletica
LULU
+$382K

Top Sells

1 +$953K
2 +$466K
3 +$308K
4
VOD icon
Vodafone
VOD
+$245K
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
$44.7B
$8.97K ﹤0.01%
1,000
ARMK icon
327
Aramark
ARMK
$10.5B
$8.8K ﹤0.01%
229
+1
BP icon
328
BP
BP
$109B
$8.62K ﹤0.01%
250
IDXX icon
329
Idexx Laboratories
IDXX
$45.7B
$8.31K ﹤0.01%
13
AMD icon
330
Advanced Micro Devices
AMD
$315B
$8.09K ﹤0.01%
50
LRCX icon
331
Lam Research
LRCX
$265B
$8.03K ﹤0.01%
60
ALLY icon
332
Ally Financial
ALLY
$11.2B
$7.84K ﹤0.01%
200
STNE icon
333
StoneCo
STNE
$3.44B
$7.75K ﹤0.01%
410
AEP icon
334
American Electric Power
AEP
$72.3B
$7.42K ﹤0.01%
+66
IBN icon
335
ICICI Bank
IBN
$95.1B
$7.38K ﹤0.01%
244
RIVN icon
336
Rivian
RIVN
$18.4B
$7.34K ﹤0.01%
500
NVS icon
337
Novartis
NVS
$293B
$7.31K ﹤0.01%
57
-63
MASI icon
338
Masimo
MASI
$9.16B
$7.23K ﹤0.01%
49
JSTC icon
339
Adasina Social Justice All Cap Global ETF
JSTC
$255M
$6.74K ﹤0.01%
331
ACM icon
340
Aecom
ACM
$11.8B
$6.52K ﹤0.01%
50
CLX icon
341
Clorox
CLX
$13.4B
$6.17K ﹤0.01%
50
RY icon
342
Royal Bank of Canada
RY
$225B
$5.75K ﹤0.01%
39
WF icon
343
Woori Financial
WF
$15.7B
$5.62K ﹤0.01%
100
JCI icon
344
Johnson Controls International
JCI
$79.7B
$5.61K ﹤0.01%
51
ALL icon
345
Allstate
ALL
$53.5B
$5.58K ﹤0.01%
26
DD icon
346
DuPont de Nemours
DD
$18.4B
$5.53K ﹤0.01%
+170
IWR icon
347
iShares Russell Mid-Cap ETF
IWR
$47B
$5.41K ﹤0.01%
+56
MUFG icon
348
Mitsubishi UFJ Financial
MUFG
$185B
$5.4K ﹤0.01%
339
ORA icon
349
Ormat Technologies
ORA
$6.72B
$5.39K ﹤0.01%
56
CTSH icon
350
Cognizant
CTSH
$28.9B
$5.3K ﹤0.01%
79