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
$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
INTC icon
176
Intel
INTC
$229B
$96.1K 0.03%
2,605
MAS icon
177
Masco
MAS
$12.5B
$95.2K 0.03%
1,500
NXP icon
178
Nuveen Select Tax-Free Income Portfolio
NXP
$747M
$93.8K 0.03%
6,653
EBAY icon
179
eBay
EBAY
$40.9B
$93.7K 0.03%
1,076
NUW icon
180
Nuveen AMT-Free Municipal Value Fund
NUW
$256M
$92K 0.03%
6,428
AVY icon
181
Avery Dennison
AVY
$13.1B
$91.7K 0.03%
504
WEC icon
182
WEC Energy
WEC
$38.2B
$91.4K 0.03%
867
AGZ icon
183
iShares Agency Bond ETF
AGZ
$563M
$90.9K 0.03%
824
+51
CVS icon
184
CVS Health
CVS
$96.9B
$90.5K 0.03%
1,140
HYMB icon
185
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.99B
$89.6K 0.02%
3,593
IDA icon
186
Idacorp
IDA
$7.82B
$88.6K 0.02%
700
VHT icon
187
Vanguard Health Care ETF
VHT
$16.5B
$86.4K 0.02%
300
EW icon
188
Edwards Lifesciences
EW
$47.5B
$86.1K 0.02%
1,010
UBER icon
189
Uber
UBER
$151B
$85.2K 0.02%
1,043
BSV icon
190
Vanguard Short-Term Bond ETF
BSV
$43.7B
$83.9K 0.02%
1,064
-125
PNC icon
191
PNC Financial Services
PNC
$81.1B
$82.9K 0.02%
397
CVX icon
192
Chevron
CVX
$390B
$82.8K 0.02%
543
VIXY icon
193
ProShares VIX Short-Term Futures ETF
VIXY
$83.7M
$82K 0.02%
3,200
ZTS icon
194
Zoetis
ZTS
$48.8B
$81.8K 0.02%
650
VYMI icon
195
Vanguard International High Dividend Yield ETF
VYMI
$17.7B
$77.8K 0.02%
865
HPE icon
196
Hewlett Packard
HPE
$28.7B
$76.9K 0.02%
3,200
STAG icon
197
STAG Industrial
STAG
$7.27B
$76.8K 0.02%
2,089
-94
FNDF icon
198
Schwab Fundamental International Large Company Index ETF
FNDF
$21.3B
$76.5K 0.02%
1,693
SPGI icon
199
S&P Global
SPGI
$126B
$76.3K 0.02%
146
ALC icon
200
Alcon
ALC
$37.7B
$74.9K 0.02%
950