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
VTI icon
126
Vanguard Total Stock Market ETF
VTI
$613B
$237K 0.07%
738
-74
ORCL icon
127
Oracle
ORCL
$477B
$235K 0.07%
1,597
-1
FDX icon
128
FedEx
FDX
$92.6B
$233K 0.07%
655
LH icon
129
Labcorp
LH
$21.7B
$229K 0.06%
859
APD icon
130
Air Products & Chemicals
APD
$67.5B
$229K 0.06%
787
MSEX icon
131
Middlesex Water
MSEX
$988M
$226K 0.06%
4,350
-175
IWF icon
132
iShares Russell 1000 Growth ETF
IWF
$31.1B
$221K 0.06%
518
-20
MCK icon
133
McKesson
MCK
$101B
$213K 0.06%
246
VMBS icon
134
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$210K 0.06%
4,482
UNP icon
135
Union Pacific
UNP
$160B
$206K 0.06%
850
HSY icon
136
Hershey
HSY
$37.8B
$197K 0.06%
950
-50
V icon
137
Visa
V
$595B
$196K 0.06%
650
-29
CMCSA icon
138
Comcast
CMCSA
$98.7B
$195K 0.06%
6,800
PFE icon
139
Pfizer
PFE
$151B
$192K 0.05%
6,823
-2,033
CAT icon
140
Caterpillar
CAT
$381B
$191K 0.05%
270
TRV icon
141
Travelers Companies
TRV
$64.6B
$190K 0.05%
650
-21
DHR icon
142
Danaher
DHR
$128B
$188K 0.05%
994
-10
CI icon
143
Cigna
CI
$74.5B
$188K 0.05%
705
-133
CHD icon
144
Church & Dwight Co
CHD
$22.6B
$183K 0.05%
1,957
-53
UTHR icon
145
United Therapeutics
UTHR
$24.9B
$178K 0.05%
300
TJX icon
146
TJX Companies
TJX
$174B
$176K 0.05%
1,105
SJNK icon
147
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$174K 0.05%
+6,962
WM icon
148
Waste Management
WM
$91.6B
$173K 0.05%
751
-50
SPHY icon
149
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$172K 0.05%
+7,364
VO icon
150
Vanguard Mid-Cap ETF
VO
$24.4B
$163K 0.05%
568
4 5
6
7 8