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
ZTS icon
176
Zoetis
ZTS
$48.8B
$95.1K 0.03%
650
MAR icon
177
Marriott International
MAR
$83.2B
$95.1K 0.03%
365
BSV icon
178
Vanguard Short-Term Bond ETF
BSV
$43.7B
$93.8K 0.03%
1,189
IDA icon
179
Idacorp
IDA
$7.82B
$92.5K 0.03%
700
GWW icon
180
W.W. Grainger
GWW
$50.9B
$91.5K 0.03%
96
NUW icon
181
Nuveen AMT-Free Municipal Value Fund
NUW
$256M
$91.1K 0.03%
6,428
VOOG icon
182
Vanguard S&P 500 Growth ETF
VOOG
$21.3B
$90.1K 0.03%
207
HYMB icon
183
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.99B
$89.6K 0.03%
3,593
INTC icon
184
Intel
INTC
$229B
$87.4K 0.02%
2,605
+216
HPQ icon
185
HP
HPQ
$17.3B
$87.1K 0.02%
3,200
CVS icon
186
CVS Health
CVS
$96.9B
$85.9K 0.02%
1,140
AGZ icon
187
iShares Agency Bond ETF
AGZ
$563M
$85.4K 0.02%
773
+27
CVX icon
188
Chevron
CVX
$390B
$84.3K 0.02%
543
ETN icon
189
Eaton
ETN
$138B
$83.5K 0.02%
223
KMX icon
190
CarMax
KMX
$5.93B
$81.8K 0.02%
1,822
AVY icon
191
Avery Dennison
AVY
$13.1B
$81.7K 0.02%
504
PNC icon
192
PNC Financial Services
PNC
$81.1B
$79.8K 0.02%
397
ROP icon
193
Roper Technologies
ROP
$36.1B
$78.8K 0.02%
158
HPE icon
194
Hewlett Packard
HPE
$28.7B
$78.6K 0.02%
3,200
EW icon
195
Edwards Lifesciences
EW
$47.5B
$78.5K 0.02%
1,010
VHT icon
196
Vanguard Health Care ETF
VHT
$16.5B
$77.9K 0.02%
300
STAG icon
197
STAG Industrial
STAG
$7.27B
$77K 0.02%
2,183
-1,123
SPOT icon
198
Spotify
SPOT
$106B
$76.8K 0.02%
110
VOT icon
199
Vanguard Mid-Cap Growth ETF
VOT
$16.9B
$74.6K 0.02%
254
MDY icon
200
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$73.9K 0.02%
124