CYG
Clean Yield Group Portfolio holdings
AUM
$360M
1-Year Est. Return
20.05%
This Fund
S&P 500
1 Year Est. Return
+20.05%
AUM
$360M
AUM Growth
+$6.43M
(+1.8%)
Holding
437
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.31M | |
| 3 | +$906K | |
| 4 |
ASML
ASML
|
+$658K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$438K |
Top Sells
| 1 | +$854K | |
| 2 | +$799K | |
| 3 | +$778K | |
| 4 |
Kadant
KAI
|
+$510K |
| 5 |
American Water Works
AWK
|
+$506K |
Sector Composition
| 1 | Technology | 38.52% |
| 2 | Healthcare | 14.32% |
| 3 | Financials | 9.85% |
| 4 | Industrials | 9.36% |
| 5 | Consumer Staples | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Global X MLP ETF
MLPA
$2B
| – | – |
-539
|
|
||
427
Mercado Libre
MELI
$115B
| – | – |
0
|
|
||
|
LNW
428
DELISTED
Light & Wonder
LNW
| – | – |
-36
|
|
||
429
Kemper
KMPR
$2.25B
| – | – |
-675
|
|
||
|
K
430
DELISTED
Kellanova
K
| – | – |
-59
|
|
||
431
Hasbro
HAS
$12.6B
| – | – |
-1
|
|
||
|
FISV
432
Fiserv Inc
FISV
$34.9B
| – | – |
-214
|
|
||
433
First Trust North American Energy Infrastructure Fund
EMLP
$3.58B
| – | – |
-429
|
|
||
434
iShares MSCI KLD 400 Social ETF
DSI
$5.23B
| – | – |
0
|
|
||
435
Clorox
CLX
$13.3B
| – | – |
-50
|
|
||
436
Booking.com
BKNG
$164B
| – | – |
0
|
|
||
437
American Tower
AMT
$83.1B
| – | – |
-1
|
|