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
VTRS icon
376
Viatris
VTRS
$12.3B
$1.23K ﹤0.01%
138
PRU icon
377
Prudential Financial
PRU
$37.5B
$1.18K ﹤0.01%
11
MELI icon
378
Mercado Libre
MELI
$104B
-60
AON icon
379
Aon
AON
$75.3B
$1.07K ﹤0.01%
3
GIB icon
380
CGI
GIB
$19B
$943 ﹤0.01%
9
GM icon
381
General Motors
GM
$65.8B
$924 ﹤0.01%
19
-71
SAP icon
382
SAP
SAP
$285B
$912 ﹤0.01%
3
RAL
383
Ralliant Corp
RAL
$5.35B
$795 ﹤0.01%
+15
SYM icon
384
Symbotic
SYM
$6.48B
$777 ﹤0.01%
20
VSTS icon
385
Vestis
VSTS
$704M
$645 ﹤0.01%
113
COCP icon
386
Cocrystal Pharma
COCP
$14.2M
$623 ﹤0.01%
418
MTCH icon
387
Match Group
MTCH
$7.62B
$377 ﹤0.01%
12
-5
SNDL icon
388
Sundial Growers
SNDL
$433M
$269 ﹤0.01%
222
VTI icon
389
Vanguard Total Stock Market ETF
VTI
$547B
$250 ﹤0.01%
1
-50
BKNG icon
390
Booking.com
BKNG
$163B
-5
AMT icon
391
American Tower
AMT
$85.9B
$208 ﹤0.01%
1
-17
GRWG icon
392
GrowGeneration
GRWG
$98.7M
$187 ﹤0.01%
200
TLRY icon
393
Tilray
TLRY
$1.21B
$124 ﹤0.01%
300
BYND icon
394
Beyond Meat
BYND
$490M
$105 ﹤0.01%
30
SEDG icon
395
SolarEdge
SEDG
$2.16B
$102 ﹤0.01%
5
OLED icon
396
Universal Display
OLED
$5.55B
$99 ﹤0.01%
1
-15
PAYC icon
397
Paycom
PAYC
$9.12B
-25
HAS icon
398
Hasbro
HAS
$10.9B
$72 ﹤0.01%
1
-106
IRWD icon
399
Ironwood Pharmaceuticals
IRWD
$511M
$61 ﹤0.01%
85
SWKS icon
400
Skyworks Solutions
SWKS
$9.9B
$45 ﹤0.01%
1
-28