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
CMG icon
51
Chipotle Mexican Grill
CMG
$42.8B
$2.48M 0.7%
77,537
+24,805
PG icon
52
Procter & Gamble
PG
$347B
$2.39M 0.67%
16,528
-255
ITW icon
53
Illinois Tool Works
ITW
$77.7B
$2.2M 0.62%
8,453
-26
LULU icon
54
lululemon athletica
LULU
$16.5B
$2.18M 0.61%
14,231
+4,774
EXPD icon
55
Expeditors International
EXPD
$19.7B
$1.93M 0.54%
13,468
-1,287
TU icon
56
Telus
TU
$19B
$1.87M 0.53%
146,028
-27,833
AMRC icon
57
Ameresco
AMRC
$1.48B
$1.69M 0.48%
66,461
+3,719
AMGN icon
58
Amgen
AMGN
$183B
$1.69M 0.48%
4,816
PEP icon
59
PepsiCo
PEP
$211B
$1.67M 0.47%
10,784
-150
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.2T
$1.65M 0.46%
5,745
SOFI icon
61
SoFi Technologies
SOFI
$23.4B
$1.56M 0.44%
98,433
+63,817
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$727B
$1.56M 0.44%
2,403
-555
UPS icon
63
United Parcel Service
UPS
$88.3B
$1.33M 0.37%
13,505
+332
MRK icon
64
Merck
MRK
$272B
$1.26M 0.35%
10,482
-340
TMO icon
65
Thermo Fisher Scientific
TMO
$174B
$1.24M 0.35%
2,522
-108
INTU icon
66
Intuit
INTU
$111B
$1.13M 0.32%
2,609
-687
BRK.B icon
67
Berkshire Hathaway Class B
BRK.B
$1.03T
$1.13M 0.32%
2,348
-60
NVO icon
68
Novo Nordisk
NVO
$183B
$1.08M 0.31%
29,478
-663
CL icon
69
Colgate-Palmolive
CL
$68.7B
$1.05M 0.29%
12,285
-1,500
USB icon
70
US Bancorp
USB
$87.4B
$1.03M 0.29%
19,817
-2,079
VITL icon
71
Vital Farms
VITL
$590M
$934K 0.26%
66,151
+745
AXP icon
72
American Express
AXP
$216B
$931K 0.26%
3,079
-16
HOLX
73
DELISTED
Hologic
HOLX
$908K 0.26%
12,007
-45,906
ABBV icon
74
AbbVie
ABBV
$350B
$844K 0.24%
3,880
TRMB icon
75
Trimble
TRMB
$15.6B
$834K 0.23%
12,781
-630
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3
4 5