CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
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
+$4.63M
2
+$1.69M
3
+$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1
+$1.4M
2
+$501K
3
+$329K
4
VOD icon
Vodafone
VOD
+$249K
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
VYMI icon
201
Vanguard International High Dividend Yield ETF
VYMI
$13.4B
$73.2K 0.02%
+865
FNDF icon
202
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$72.7K 0.02%
+1,693
SMCI icon
203
Super Micro Computer
SMCI
$19.9B
$71.9K 0.02%
1,500
SPGI icon
204
S&P Global
SPGI
$150B
$71.1K 0.02%
146
ALC icon
205
Alcon
ALC
$38.4B
$70.8K 0.02%
950
-10
TSM icon
206
TSMC
TSM
$1.49T
$69.8K 0.02%
250
HR icon
207
Healthcare Realty
HR
$6.38B
$69.2K 0.02%
3,840
-350
CTAS icon
208
Cintas
CTAS
$74.5B
$65.8K 0.02%
320
QCOM icon
209
Qualcomm
QCOM
$180B
$65.5K 0.02%
394
-166
VRSK icon
210
Verisk Analytics
VRSK
$31.2B
$62.9K 0.02%
250
DASH icon
211
DoorDash
DASH
$88.6B
$61.2K 0.02%
225
FLJP icon
212
Franklin FTSE Japan ETF
FLJP
$2.58B
$60.5K 0.02%
1,750
VZ icon
213
Verizon
VZ
$172B
$57.7K 0.02%
1,312
-702
META icon
214
Meta Platforms (Facebook)
META
$1.62T
$56.7K 0.02%
77
GS icon
215
Goldman Sachs
GS
$243B
$56.5K 0.02%
71
+37
TIP icon
216
iShares TIPS Bond ETF
TIP
$14.5B
$55.6K 0.02%
500
SLF icon
217
Sun Life Financial
SLF
$32.1B
$55.5K 0.02%
925
TLH icon
218
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$54.6K 0.02%
530
-610
SHOP icon
219
Shopify
SHOP
$194B
$54.1K 0.02%
364
AMP icon
220
Ameriprise Financial
AMP
$42.3B
$54K 0.02%
110
ESGV icon
221
Vanguard ESG US Stock ETF
ESGV
$11.7B
$53.9K 0.02%
+455
MAA icon
222
Mid-America Apartment Communities
MAA
$15.8B
$53.8K 0.02%
385
SUSL icon
223
iShares ESG MSCI USA Leaders ETF
SUSL
$1.01B
$53.3K 0.02%
+455
CB icon
224
Chubb
CB
$116B
$52.8K 0.01%
187
GEHC icon
225
GE HealthCare
GEHC
$36.1B
$52.7K 0.01%
702
7 8
9
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