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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
$360M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.24M
3
+$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

1
+$824K
2
+$781K
3
+$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

Sector Composition

1 Technology 38.52%
2 Healthcare 14.32%
3 Financials 9.85%
4 Industrials 9.36%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BETA
126
Beta Technologies Inc
BETA
$3.75B
$235K 0.07%
+8,324
CI icon
127
Cigna
CI
$78.8B
$231K 0.06%
838
-99
DHR icon
128
Danaher
DHR
$127B
$230K 0.06%
1,004
MSEX icon
129
Middlesex Water
MSEX
$986M
$228K 0.06%
4,525
PFE icon
130
Pfizer
PFE
$149B
$221K 0.06%
8,856
-562
TGT icon
131
Target
TGT
$61.4B
$216K 0.06%
2,210
-61
GPC icon
132
Genuine Parts
GPC
$14.3B
$216K 0.06%
1,755
LH icon
133
Labcorp
LH
$21.8B
$216K 0.06%
859
VMBS icon
134
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$211K 0.06%
4,482
CMCSA icon
135
Comcast
CMCSA
$87.5B
$203K 0.06%
6,800
MCK icon
136
McKesson
MCK
$94.2B
$202K 0.06%
246
-40
UNP icon
137
Union Pacific
UNP
$162B
$197K 0.05%
850
TRV icon
138
Travelers Companies
TRV
$64.7B
$195K 0.05%
671
APD icon
139
Air Products & Chemicals
APD
$62.7B
$194K 0.05%
787
CW icon
140
Curtiss-Wright
CW
$28B
$193K 0.05%
350
FDX icon
141
FedEx
FDX
$80.7B
$189K 0.05%
655
HSY icon
142
Hershey
HSY
$36.8B
$182K 0.05%
1,000
WM icon
143
Waste Management
WM
$88.1B
$176K 0.05%
801
T icon
144
AT&T
T
$164B
$175K 0.05%
7,056
TJX icon
145
TJX Companies
TJX
$186B
$170K 0.05%
1,105
-13
COR icon
146
Cencora
COR
$54.8B
$169K 0.05%
500
CHD icon
147
Church & Dwight Co
CHD
$23.1B
$169K 0.05%
2,010
-450
VUG icon
148
Vanguard Growth ETF
VUG
$221B
$167K 0.05%
2,058
-6
VO icon
149
Vanguard Mid-Cap ETF
VO
$104B
$165K 0.05%
2,272
FITB
150
Fifth Third Bancorp
FITB
$49.6B
$163K 0.05%
3,486
4 5
6
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