CYG

Clean Yield Group Portfolio holdings

AUM $360M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
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 +$2.45M
2 +$1.31M
3 +$906K
4
ASML icon
ASML
ASML
+$658K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$438K

Top Sells

1 +$854K
2 +$799K
3 +$778K
4
KAI icon
Kadant
KAI
+$510K
5
AWK icon
American Water Works
AWK
+$506K

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
INTC icon
176
Intel
INTC
$244B
$96.1K 0.03%
2,605
MAS icon
177
Masco
MAS
$13.8B
$95.2K 0.03%
1,500
NXP icon
178
Nuveen Select Tax-Free Income Portfolio
NXP
$732M
$93.8K 0.03%
6,653
EBAY icon
179
eBay
EBAY
$43B
$93.7K 0.03%
1,076
NUW icon
180
Nuveen AMT-Free Municipal Value Fund
NUW
$259M
$92K 0.03%
6,428
AVY icon
181
Avery Dennison
AVY
$14.3B
$91.7K 0.03%
504
WEC icon
182
WEC Energy
WEC
$35.8B
$91.4K 0.03%
867
AGZ icon
183
iShares Agency Bond ETF
AGZ
$573M
$90.9K 0.03%
824
+51
CVS icon
184
CVS Health
CVS
$94B
$90.5K 0.03%
1,140
HYMB icon
185
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$89.6K 0.02%
3,593
IDA icon
186
Idacorp
IDA
$7.15B
$88.6K 0.02%
700
VHT icon
187
Vanguard Health Care ETF
VHT
$17.3B
$86.4K 0.02%
300
EW icon
188
Edwards Lifesciences
EW
$47.5B
$86.1K 0.02%
1,010
UBER icon
189
Uber
UBER
$166B
$85.2K 0.02%
1,043
BSV icon
190
Vanguard Short-Term Bond ETF
BSV
$42.5B
$83.9K 0.02%
1,064
-125
PNC icon
191
PNC Financial Services
PNC
$89.5B
$82.9K 0.02%
397
CVX icon
192
Chevron
CVX
$340B
$82.8K 0.02%
543
VIXY icon
193
ProShares VIX Short-Term Futures ETF
VIXY
$64.4M
$82K 0.02%
3,200
ZTS icon
194
Zoetis
ZTS
$53.7B
$81.8K 0.02%
650
VYMI icon
195
Vanguard International High Dividend Yield ETF
VYMI
$15.8B
$77.8K 0.02%
865
HPE icon
196
Hewlett Packard
HPE
$29B
$76.9K 0.02%
3,200
STAG icon
197
STAG Industrial
STAG
$6.84B
$76.8K 0.02%
2,089
-94
FNDF icon
198
Schwab Fundamental International Large Company Index ETF
FNDF
$21.1B
$76.5K 0.02%
1,693
SPGI icon
199
S&P Global
SPGI
$160B
$76.3K 0.02%
146
ALC icon
200
Alcon
ALC
$39.5B
$74.9K 0.02%
950