CYG
Clean Yield Group Portfolio holdings
AUM
$354M
1-Year Est. Return
15.47%
1 Year Est. Return
+15.47%
AUM
$334M
AUM Growth
+$27.4M
(+8.9%)
Holding
456
Top Buys
| 1 | +$5.24M | |
| 2 | +$3.86M | |
| 3 | +$3.06M | |
| 4 |
Valmont Industries
VMI
|
+$2.83M |
| 5 |
BorgWarner
BWA
|
+$2.29M |
Top Sells
| 1 | +$2.46M | |
| 2 | +$1.08M | |
| 3 | +$854K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
451
Trade Desk
TTD
$20.3B
| – | – |
-404
|
|
||
452
Take-Two Interactive
TTWO
$43.4B
| – | – |
-77
|
|
||
453
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| – | – |
-111
|
|
||
454
Veralto
VLTO
$24.5B
| – | – |
-3
|
|
||
455
Vontier
VNT
$5.21B
| – | – |
-17
|
|
||
456
Vanguard Large-Cap ETF
VV
$46.5B
| – | – |
-40
|
|