CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$4.59M
2 +$1.68M
3 +$712K
4
CRM icon
Salesforce
CRM
+$482K
5
LULU icon
lululemon athletica
LULU
+$382K

Top Sells

1 +$953K
2 +$466K
3 +$308K
4
VOD icon
Vodafone
VOD
+$245K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFC icon
151
Wells Fargo
WFC
$229B
$133K 0.04%
1,591
+316
CAT icon
152
Caterpillar
CAT
$323B
$133K 0.04%
278
+60
BMY icon
153
Bristol-Myers Squibb
BMY
$120B
$132K 0.04%
2,921
VRTX icon
154
Vertex Pharmaceuticals
VRTX
$119B
$126K 0.04%
322
UTHR icon
155
United Therapeutics
UTHR
$23.5B
$126K 0.04%
300
NEA icon
156
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
$125K 0.04%
10,971
MCHP icon
157
Microchip Technology
MCHP
$33.5B
$121K 0.03%
1,890
+163
IWM icon
158
iShares Russell 2000 ETF
IWM
$69.2B
$121K 0.03%
500
CARR icon
159
Carrier Global
CARR
$46.5B
$117K 0.03%
1,962
TNC icon
160
Tennant Co
TNC
$1.14B
$115K 0.03%
1,416
BK icon
161
Bank of New York Mellon
BK
$80B
$115K 0.03%
1,052
YUM icon
162
Yum! Brands
YUM
$44.3B
$112K 0.03%
738
SNPS icon
163
Synopsys
SNPS
$79B
$110K 0.03%
222
+218
PANW icon
164
Palo Alto Networks
PANW
$136B
$109K 0.03%
534
VTV icon
165
Vanguard Value ETF
VTV
$165B
$107K 0.03%
575
DOV icon
166
Dover
DOV
$27.5B
$106K 0.03%
633
MAS icon
167
Masco
MAS
$12.5B
$106K 0.03%
1,500
XLU icon
168
State Street Utilities Select Sector SPDR ETF
XLU
$24.9B
$105K 0.03%
2,400
VIXY icon
169
ProShares VIX Short-Term Futures ETF
VIXY
$83.7M
$103K 0.03%
+3,200
XYL icon
170
Xylem
XYL
$29.1B
$102K 0.03%
694
UBER icon
171
Uber
UBER
$151B
$102K 0.03%
1,043
WEC icon
172
WEC Energy
WEC
$38.2B
$99.3K 0.03%
867
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.6B
$98.8K 0.03%
+1,974
EBAY icon
174
eBay
EBAY
$40.9B
$97.9K 0.03%
1,076
-11
NXP icon
175
Nuveen Select Tax-Free Income Portfolio
NXP
$747M
$96.2K 0.03%
6,653