CYG
Clean Yield Group Portfolio holdings
AUM
$360M
1-Year Est. Return
20.04%
This Fund
S&P 500
1 Year Est. Return
+20.04%
AUM
$354M
AUM Growth
+$19.5M
(+5.8%)
Holding
434
Top Buys
| 1 | +$4.59M | |
| 2 | +$1.68M | |
| 3 | +$712K | |
| 4 |
Salesforce
CRM
|
+$482K |
| 5 |
lululemon athletica
LULU
|
+$382K |
Top Sells
| 1 | +$953K | |
| 2 | +$466K | |
| 3 | +$308K | |
| 4 |
Vodafone
VOD
|
+$245K |
| 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 | |
|---|---|---|---|---|---|---|
426
Workhorse Group
WKHS
$29.1M
| – | – |
0
|
|
||
|
ANSS
427
DELISTED
Ansys
ANSS
| – | – |
-663
|
|
||
428
Humana
HUM
$19.9B
| – | – |
-18
|
|
||
429
iShares Core S&P US Growth ETF
IUSG
$26.4B
| – | – |
-117
|
|
||
430
NetApp
NTAP
$19.5B
| – | – |
-14
|
|
||
431
Wipro
WIT
$23.7B
| – | – |
-1,330
|
|
||
432
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
| – | – |
-213
|
|
||
433
Equinix
EQIX
$95.3B
| – | – |
-7
|
|
||
434
Horace Mann Educators
HMN
$1.71B
| – | – |
-760
|
|