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
KO icon
101
Coca-Cola
KO
$337B
$420K 0.12%
5,522
-166
HLIO icon
102
Helios Technologies
HLIO
$2.29B
$408K 0.11%
6,307
-150
GDX icon
103
VanEck Gold Miners ETF
GDX
$27.5B
$407K 0.11%
4,430
-1,405
TSCO icon
104
Tractor Supply
TSCO
$18.8B
$390K 0.11%
8,620
DIS icon
105
Walt Disney
DIS
$180B
$385K 0.11%
3,997
-1,150
PAYX icon
106
Paychex
PAYX
$32.2B
$383K 0.11%
4,160
GLW icon
107
Corning
GLW
$131B
$376K 0.11%
2,763
WAT icon
108
Waters Corp
WAT
$29.4B
$375K 0.11%
1,260
+610
MCD icon
109
McDonald's
MCD
$208B
$367K 0.1%
1,182
QQQ icon
110
Invesco QQQ Trust
QQQ
$432B
$352K 0.1%
610
-288
ESGU icon
111
iShares ESG Aware MSCI USA ETF
ESGU
$16.3B
$350K 0.1%
+2,474
VOOG icon
112
Vanguard S&P 500 Growth ETF
VOOG
$3.95B
$340K 0.1%
835
-357
SYY icon
113
Sysco
SYY
$35.1B
$324K 0.09%
4,540
-110
GLD icon
114
SPDR Gold Trust
GLD
$155B
$316K 0.09%
735
LOW icon
115
Lowe's Companies
LOW
$136B
$312K 0.09%
1,319
-100
IRM icon
116
Iron Mountain
IRM
$33.5B
$306K 0.09%
3,000
RTX icon
117
RTX Corp
RTX
$233B
$287K 0.08%
1,487
-124
MTD icon
118
Mettler-Toledo International
MTD
$25.8B
$285K 0.08%
226
AYI icon
119
Acuity Brands
AYI
$8.85B
$276K 0.08%
985
+60
BKMI
120
BNY Mellon Municipal Intermediate ETF
BKMI
$1.74B
$275K 0.08%
+10,529
RNR icon
121
RenaissanceRe
RNR
$13.4B
$270K 0.08%
910
-150
TGT icon
122
Target
TGT
$58.7B
$268K 0.08%
2,210
XLK icon
123
State Street Technology Select Sector SPDR ETF
XLK
$103B
$253K 0.07%
1,904
UNH icon
124
UnitedHealth
UNH
$333B
$245K 0.07%
904
CW icon
125
Curtiss-Wright
CW
$26.5B
$238K 0.07%
350
3 4
5
6 7