CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$3.86M
3 +$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1 +$2.46M
2 +$1.08M
3 +$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HWM icon
351
Howmet Aerospace
HWM
$81.8B
$2.98K ﹤0.01%
16
HSBC icon
352
HSBC
HSBC
$249B
$2.92K ﹤0.01%
48
RNG icon
353
RingCentral
RNG
$2.36B
$2.83K ﹤0.01%
100
PDD icon
354
Pinduoduo
PDD
$186B
$2.72K ﹤0.01%
26
FTNT icon
355
Fortinet
FTNT
$61.2B
$2.64K ﹤0.01%
25
TPR icon
356
Tapestry
TPR
$20.8B
$2.55K ﹤0.01%
29
OGN icon
357
Organon & Co
OGN
$1.96B
$2.47K ﹤0.01%
255
-25,279
CRTO icon
358
Criteo
CRTO
$1.09B
$2.4K ﹤0.01%
100
FTV icon
359
Fortive
FTV
$16.4B
$2.35K ﹤0.01%
+45
AER icon
360
AerCap
AER
$23.3B
$2.34K ﹤0.01%
20
LDOS icon
361
Leidos
LDOS
$24.5B
$2.21K ﹤0.01%
14
UNM icon
362
Unum
UNM
$12.9B
$2.1K ﹤0.01%
26
SNPS icon
363
Synopsys
SNPS
$72.4B
$2.05K ﹤0.01%
4
PSO icon
364
Pearson
PSO
$8.4B
$2.04K ﹤0.01%
137
MS icon
365
Morgan Stanley
MS
$260B
$1.97K ﹤0.01%
14
EDU icon
366
New Oriental
EDU
$8.48B
$1.94K ﹤0.01%
36
BINC icon
367
BlackRock Flexible Income ETF
BINC
$12.5B
$1.8K ﹤0.01%
34
FSLY icon
368
Fastly
FSLY
$1.68B
$1.76K ﹤0.01%
250
WELL icon
369
Welltower
WELL
$133B
$1.69K ﹤0.01%
11
UMC icon
370
United Microelectronic
UMC
$17.9B
$1.67K ﹤0.01%
218
ASR icon
371
Grupo Aeroportuario del Sureste
ASR
$9.01B
$1.59K ﹤0.01%
5
VGSR icon
372
Vert Global Sustainable Real Estate ETF
VGSR
$433M
$1.55K ﹤0.01%
148
NTAP icon
373
NetApp
NTAP
$21.8B
$1.49K ﹤0.01%
14
AGO icon
374
Assured Guaranty
AGO
$4.03B
$1.48K ﹤0.01%
17
QFIN icon
375
Qfin Holdings
QFIN
$2.97B
$1.43K ﹤0.01%
33