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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$2.72M
3 +$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

1 +$3.45M
2 +$869K
3 +$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LVWR icon
351
LiveWire
LVWR
$244M
$3.49K ﹤0.01%
2,100
ASB icon
352
Associated Banc-Corp
ASB
$5.58B
$3.46K ﹤0.01%
134
INFY icon
353
Infosys
INFY
$47.5B
$3.43K ﹤0.01%
254
DD icon
354
DuPont de Nemours
DD
$19.5B
$3.25K ﹤0.01%
71
SNOW icon
355
Snowflake
SNOW
$80.7B
$3.02K ﹤0.01%
20
DOW icon
356
Dow Inc
DOW
$24.4B
$3K ﹤0.01%
72
ALL icon
357
Allstate
ALL
$57.1B
$2.69K ﹤0.01%
13
-13
PDD icon
358
Pinduoduo
PDD
$116B
$2.66K ﹤0.01%
26
FTV icon
359
Fortive
FTV
$18.3B
$2.49K ﹤0.01%
45
WDAY icon
360
Workday
WDAY
$32.3B
$2.34K ﹤0.01%
18
MS icon
361
Morgan Stanley
MS
$338B
$2.3K ﹤0.01%
14
LDOS icon
362
Leidos
LDOS
$15.4B
$2.18K ﹤0.01%
14
WELL icon
363
Welltower
WELL
$151B
$2.17K ﹤0.01%
11
FTNT icon
364
Fortinet
FTNT
$107B
$2.04K ﹤0.01%
25
EDU icon
365
New Oriental
EDU
$7.43B
$2.04K ﹤0.01%
36
UMC icon
366
United Microelectronic
UMC
$54.3B
$1.96K ﹤0.01%
218
UNM icon
367
Unum
UNM
$14.8B
$1.9K ﹤0.01%
26
CRTO icon
368
Criteo
CRTO
$897M
$1.79K ﹤0.01%
100
TEAM icon
369
Atlassian
TEAM
$22.5B
$1.71K ﹤0.01%
25
MET icon
370
MetLife
MET
$57.2B
$1.56K ﹤0.01%
22
AGO icon
371
Assured Guaranty
AGO
$3.39B
$1.39K ﹤0.01%
17
GM icon
372
General Motors
GM
$73.5B
$1.34K ﹤0.01%
18
SYM icon
373
Symbotic
SYM
$5.3B
$1.06K ﹤0.01%
20
VTRS icon
374
Viatris
VTRS
$19.2B
$932 ﹤0.01%
69
VSTS icon
375
Vestis
VSTS
$1.74B
$885 ﹤0.01%
113