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
DUK icon
351
Duke Energy
DUK
$93.5B
$5.2K ﹤0.01%
+42
GDDY icon
352
GoDaddy
GDDY
$14B
$5.06K ﹤0.01%
37
XYZ
353
Block Inc
XYZ
$39B
$5.06K ﹤0.01%
70
CDNS icon
354
Cadence Design Systems
CDNS
$87.2B
$4.92K ﹤0.01%
14
K
355
DELISTED
Kellanova
K
$4.84K ﹤0.01%
59
SNOW icon
356
Snowflake
SNOW
$73.9B
$4.51K ﹤0.01%
20
WDAY icon
357
Workday
WDAY
$49.7B
$4.33K ﹤0.01%
18
THC icon
358
Tenet Healthcare
THC
$16.7B
$4.26K ﹤0.01%
21
HCA icon
359
HCA Healthcare
HCA
$112B
$4.26K ﹤0.01%
10
SMFG icon
360
Sumitomo Mitsui Financial
SMFG
$134B
$4.18K ﹤0.01%
250
INFY icon
361
Infosys
INFY
$72.5B
$4.13K ﹤0.01%
254
TEAM icon
362
Atlassian
TEAM
$35.5B
$3.99K ﹤0.01%
25
PTC icon
363
PTC
PTC
$19.3B
$3.65K ﹤0.01%
18
ASB icon
364
Associated Banc-Corp
ASB
$4.45B
$3.44K ﹤0.01%
134
PDD icon
365
Pinduoduo
PDD
$146B
$3.44K ﹤0.01%
26
HSBC icon
366
HSBC
HSBC
$299B
$3.41K ﹤0.01%
48
TPR icon
367
Tapestry
TPR
$25.8B
$3.28K ﹤0.01%
29
HWM icon
368
Howmet Aerospace
HWM
$84.9B
$3.14K ﹤0.01%
16
LNW
369
DELISTED
Light & Wonder
LNW
$3.02K ﹤0.01%
36
RNG icon
370
RingCentral
RNG
$2.31B
$2.83K ﹤0.01%
100
OGN icon
371
Organon & Co
OGN
$2.31B
$2.72K ﹤0.01%
255
LDOS icon
372
Leidos
LDOS
$24B
$2.65K ﹤0.01%
14
AER icon
373
AerCap
AER
$24.3B
$2.42K ﹤0.01%
20
CRTO icon
374
Criteo
CRTO
$1.01B
$2.26K ﹤0.01%
100
MS icon
375
Morgan Stanley
MS
$289B
$2.23K ﹤0.01%
14