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
FTV icon
376
Fortive
FTV
$16.8B
$2.21K ﹤0.01%
45
FSLY icon
377
Fastly Inc
FSLY
$1.48B
$2.14K ﹤0.01%
250
FTNT icon
378
Fortinet
FTNT
$61B
$2.1K ﹤0.01%
25
UNM icon
379
Unum
UNM
$12.8B
$2.02K ﹤0.01%
26
WELL icon
380
Welltower
WELL
$126B
$1.96K ﹤0.01%
11
PSO icon
381
Pearson
PSO
$8.25B
$1.94K ﹤0.01%
137
EDU icon
382
New Oriental
EDU
$9.38B
$1.91K ﹤0.01%
36
HRB icon
383
H&R Block
HRB
$4.94B
$1.87K ﹤0.01%
37
-32
MET icon
384
MetLife
MET
$50.2B
$1.81K ﹤0.01%
22
-40
BINC icon
385
BlackRock Flexible Income ETF
BINC
$16.2B
$1.81K ﹤0.01%
34
UMC icon
386
United Microelectronic
UMC
$28.7B
$1.65K ﹤0.01%
218
DOW icon
387
Dow Inc
DOW
$19.7B
$1.65K ﹤0.01%
+72
ASR icon
388
Grupo Aeroportuario del Sureste
ASR
$10.5B
$1.62K ﹤0.01%
5
VGSR icon
389
Vert Global Sustainable Real Estate ETF
VGSR
$467M
$1.58K ﹤0.01%
148
AGO icon
390
Assured Guaranty
AGO
$3.85B
$1.44K ﹤0.01%
17
VTRS icon
391
Viatris
VTRS
$14.9B
$1.37K ﹤0.01%
138
ICLN icon
392
iShares Global Clean Energy ETF
ICLN
$2.2B
$1.28K ﹤0.01%
+83
GM icon
393
General Motors
GM
$79.2B
$1.15K ﹤0.01%
19
PRU icon
394
Prudential Financial
PRU
$37.7B
$1.14K ﹤0.01%
11
SYM icon
395
Symbotic
SYM
$6.26B
$1.08K ﹤0.01%
20
AON icon
396
Aon
AON
$71.6B
$1.07K ﹤0.01%
3
MELI icon
397
Mercado Libre
MELI
$115B
0
QFIN icon
398
Qfin Holdings
QFIN
$2.09B
$950 ﹤0.01%
33
SAP icon
399
SAP
SAP
$275B
$802 ﹤0.01%
3
GIB icon
400
CGI
GIB
$18.7B
$802 ﹤0.01%
9