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

Top Buys

1 +$2.27M
2 +$1.24M
3 +$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

1 +$824K
2 +$781K
3 +$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

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
ACM icon
351
Aecom
ACM
$11.8B
$4.77K ﹤0.01%
50
HCA icon
352
HCA Healthcare
HCA
$119B
$4.67K ﹤0.01%
10
GDDY icon
353
GoDaddy
GDDY
$10.8B
$4.59K ﹤0.01%
37
XYZ
354
Block Inc
XYZ
$35.8B
$4.56K ﹤0.01%
70
INFY icon
355
Infosys
INFY
$53.7B
$4.53K ﹤0.01%
254
SNOW icon
356
Snowflake
SNOW
$61.1B
$4.39K ﹤0.01%
20
CDNS icon
357
Cadence Design Systems
CDNS
$79.2B
$4.38K ﹤0.01%
14
THC icon
358
Tenet Healthcare
THC
$19.8B
$4.17K ﹤0.01%
21
TEAM icon
359
Atlassian
TEAM
$19.8B
$4.05K ﹤0.01%
25
WDAY icon
360
Workday
WDAY
$35B
$3.87K ﹤0.01%
18
HSBC icon
361
HSBC
HSBC
$268B
$3.78K ﹤0.01%
48
TPR icon
362
Tapestry
TPR
$28.8B
$3.71K ﹤0.01%
29
IIPR icon
363
Innovative Industrial Properties
IIPR
$1.48B
$3.66K ﹤0.01%
77
-99
ASB icon
364
Associated Banc-Corp
ASB
$4.06B
$3.45K ﹤0.01%
134
HWM icon
365
Howmet Aerospace
HWM
$94.9B
$3.28K ﹤0.01%
16
PTC icon
366
PTC
PTC
$18.6B
$3.14K ﹤0.01%
18
PDD icon
367
Pinduoduo
PDD
$146B
$2.95K ﹤0.01%
26
RNG icon
368
RingCentral
RNG
$3.18B
$2.89K ﹤0.01%
100
AER icon
369
AerCap
AER
$21.7B
$2.88K ﹤0.01%
20
Q
370
Qnity Electronics Inc
Q
$22.9B
$2.86K ﹤0.01%
+35
DD icon
371
DuPont de Nemours
DD
$18.4B
$2.85K ﹤0.01%
71
-99
FSLY icon
372
Fastly Inc
FSLY
$3.73B
$2.54K ﹤0.01%
250
LDOS icon
373
Leidos
LDOS
$22B
$2.53K ﹤0.01%
14
MS icon
374
Morgan Stanley
MS
$246B
$2.48K ﹤0.01%
14
FTV icon
375
Fortive
FTV
$16.7B
$2.48K ﹤0.01%
45