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
XPEV icon
426
XPeng
XPEV
$23.8B
– –
-120
ZM icon
427
Zoom
ZM
$25.2B
– –
-41
SNDK
428
Sandisk
SNDK
$37.2B
– –
-14
ACIW icon
429
ACI Worldwide
ACIW
$4.84B
– –
-25
AIG icon
430
American International
AIG
$42B
– –
-19
BIL icon
431
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
– –
-683
BILI icon
432
Bilibili
BILI
$10.8B
– –
-98
BLUE
433
DELISTED
bluebird bio
BLUE
– –
-1
BOC icon
434
Boston Omaha
BOC
$362M
– –
-100
CFG icon
435
Citizens Financial Group
CFG
$22.2B
– –
-22
CHGG icon
436
Chegg
CHGG
$119M
– –
-393
CHX
437
DELISTED
ChampionX
CHX
– –
-184
COO icon
438
Cooper Companies
COO
$14.3B
– –
-20
CRWD icon
439
CrowdStrike
CRWD
$135B
– –
-19
CTVA icon
440
Corteva
CTVA
$44.6B
– –
-33
DDOG icon
441
Datadog
DDOG
$64.9B
– –
-20
ELF icon
442
e.l.f. Beauty
ELF
$4.38B
– –
-15
GDRX icon
443
GoodRx Holdings
GDRX
$1.01B
– –
-20
GEN icon
444
Gen Digital
GEN
$16.5B
– –
-72
HUBS icon
445
HubSpot
HUBS
$20.8B
– –
-72
IPGP icon
446
IPG Photonics
IPGP
$3.36B
– –
-47
ITOT icon
447
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
– –
-497
IX icon
448
ORIX
IX
$29.2B
– –
-45
JD icon
449
JD.com
JD
$41.6B
– –
-42
MDB icon
450
MongoDB
MDB
$28.7B
– –
-90
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18
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