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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
HPE icon
201
Hewlett Packard
HPE
$63.8B
$76.2K 0.02%
3,200
UBER icon
202
Uber
UBER
$140B
$75K 0.02%
1,043
KMX icon
203
CarMax
KMX
$7.27B
$74.9K 0.02%
1,802
-20
ALC icon
204
Alcon
ALC
$32.6B
$71.6K 0.02%
950
WEC icon
205
WEC Energy
WEC
$37B
$71.4K 0.02%
617
-250
SUSA icon
206
iShares ESG Optimized MSCI USA ETF
SUSA
$3.96B
$71.2K 0.02%
+539
STAG icon
207
STAG Industrial
STAG
$7.41B
$65.6K 0.02%
1,820
-269
VOT icon
208
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$65.4K 0.02%
254
HR icon
209
Healthcare Realty
HR
$7.17B
$65.2K 0.02%
3,840
VTV icon
210
Vanguard Value ETF
VTV
$183B
$64.5K 0.02%
329
FLJP icon
211
Franklin FTSE Japan ETF
FLJP
$3.75B
$63.3K 0.02%
1,750
ADI icon
212
Analog Devices
ADI
$204B
$62.4K 0.02%
196
IWM icon
213
iShares Russell 2000 ETF
IWM
$80.9B
$62K 0.02%
250
HPQ icon
214
HP
HPQ
$23.1B
$61.5K 0.02%
3,200
CB icon
215
Chubb
CB
$127B
$60.9K 0.02%
187
GS icon
216
Goldman Sachs
GS
$314B
$60.1K 0.02%
71
SPGI icon
217
S&P Global
SPGI
$124B
$56.6K 0.02%
133
-13
TIP icon
218
iShares TIPS Bond ETF
TIP
$14.9B
$55.2K 0.02%
500
ROP icon
219
Roper Technologies
ROP
$33.8B
$54.1K 0.02%
153
-5
CTAS icon
220
Cintas
CTAS
$70.5B
$54.1K 0.02%
320
TLH icon
221
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$53.4K 0.02%
530
SPOT icon
222
Spotify
SPOT
$99.1B
$53.3K 0.02%
110
CNI icon
223
Canadian National Railway
CNI
$72.2B
$51.4K 0.01%
500
TWLO icon
224
Twilio
TWLO
$31B
$50.3K 0.01%
400
GEHC icon
225
GE HealthCare
GEHC
$29.6B
$50K 0.01%
702
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