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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$2.72M
3 +$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

1 +$3.45M
2 +$869K
3 +$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSLR icon
26
First Solar
FSLR
$28.7B
$4.49M 1.26%
22,777
-1,356
SCHW
27
Charles Schwab
SCHW
$158B
$4.44M 1.25%
47,271
+6,822
TAK icon
28
Takeda Pharmaceutical
TAK
$50.3B
$4.41M 1.24%
238,365
-22,439
HD icon
29
Home Depot
HD
$327B
$4.33M 1.22%
13,154
+164
NOW icon
30
ServiceNow
NOW
$105B
$4.08M 1.15%
39,038
+13,525
BWA icon
31
BorgWarner
BWA
$15.3B
$4.07M 1.15%
74,960
+2,713
NFLX icon
32
Netflix
NFLX
$338B
$4.03M 1.13%
41,925
+17,182
MCO icon
33
Moody's
MCO
$78.2B
$4.01M 1.13%
9,183
+608
ADP icon
34
Automatic Data Processing
ADP
$90.4B
$3.98M 1.12%
19,573
-130
VMI icon
35
Valmont Industries
VMI
$10.6B
$3.9M 1.1%
9,766
+220
VEEV icon
36
Veeva Systems
VEEV
$25.9B
$3.85M 1.08%
21,907
+339
MKC icon
37
McCormick & Company Non-Voting
MKC
$13.2B
$3.83M 1.08%
76,012
+187
STT icon
38
State Street
STT
$46.4B
$3.68M 1.04%
29,068
+9,869
NOK icon
39
Nokia
NOK
$82.6B
$3.59M 1.01%
446,609
+64,188
KAI icon
40
Kadant
KAI
$3.34B
$3.56M 1%
12,168
+373
CHKP icon
41
Check Point Software Technologies
CHKP
$12.9B
$3.55M 1%
24,880
+631
VOD icon
42
Vodafone
VOD
$35.8B
$3.42M 0.96%
227,683
-56,295
WAB icon
43
Wabtec
WAB
$45B
$3.42M 0.96%
13,671
+996
DOC icon
44
Healthpeak Properties
DOC
$14.3B
$3.19M 0.9%
194,316
-15,542
LLY icon
45
Eli Lilly
LLY
$1.01T
$2.91M 0.82%
3,165
AMAL icon
46
Amalgamated Financial
AMAL
$1.33B
$2.86M 0.8%
73,548
-18,973
HTO
47
H2O America
HTO
$2.39B
$2.72M 0.77%
46,418
+3,712
PANW icon
48
Palo Alto Networks
PANW
$228B
$2.68M 0.76%
16,730
+16,196
COLB icon
49
Columbia Banking Systems
COLB
$9.06B
$2.54M 0.71%
92,465
+14,703
GOOGL icon
50
Alphabet (Google) Class A
GOOGL
$4.39T
$2.51M 0.71%
8,718
-10