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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
$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
VIXY icon
176
ProShares VIX Short-Term Futures ETF
VIXY
$57.5M
$110K 0.03%
3,200
BNY
177
Bank of New York Mellon
BNY
$98.8B
$109K 0.03%
916
-136
GWW icon
178
W.W. Grainger
GWW
$62.1B
$105K 0.03%
96
IDA icon
179
Idacorp
IDA
$7.92B
$100K 0.03%
700
VTEB icon
180
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$98.5K 0.03%
1,974
EBAY icon
181
eBay
EBAY
$48.2B
$97.9K 0.03%
1,076
AJG icon
182
Arthur J. Gallagher & Co
AJG
$56.2B
$97.7K 0.03%
451
NXP icon
183
Nuveen Select Tax-Free Income Portfolio
NXP
$896M
$95.5K 0.03%
6,653
TNC icon
184
Tennant Co
TNC
$1.48B
$94K 0.03%
1,415
INTC icon
185
Intel
INTC
$626B
$92.9K 0.03%
2,105
-500
NUW icon
186
Nuveen AMT-Free Municipal Value Fund
NUW
$255M
$92.1K 0.03%
6,428
BINC icon
187
BlackRock Flexible Income ETF
BINC
$16.2B
$91.5K 0.03%
1,763
+1,729
MAS icon
188
Masco
MAS
$14.9B
$90.6K 0.03%
1,500
HYMB icon
189
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$89.1K 0.03%
3,593
AVY icon
190
Avery Dennison
AVY
$12.2B
$87K 0.02%
504
SNPS icon
191
Synopsys
SNPS
$86.9B
$84.8K 0.02%
214
BSV icon
192
Vanguard Short-Term Bond ETF
BSV
$45.1B
$83.4K 0.02%
1,064
PNC icon
193
PNC Financial Services
PNC
$95.4B
$82.6K 0.02%
397
CVS icon
194
CVS Health
CVS
$130B
$81.9K 0.02%
1,140
VHT icon
195
Vanguard Health Care ETF
VHT
$17B
$81.7K 0.02%
300
TSM icon
196
TSMC
TSM
$2.2T
$80.1K 0.02%
237
EW icon
197
Edwards Lifesciences
EW
$49B
$80.1K 0.02%
1,000
-10
ESGE icon
198
iShares ESG Aware MSCI EM ETF
ESGE
$6.89B
$77.6K 0.02%
+1,708
XYL icon
199
Xylem
XYL
$26.2B
$77K 0.02%
644
-110
ZTS icon
200
Zoetis
ZTS
$33.4B
$76.8K 0.02%
650
6 7
8
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