2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

1.8°C

Warming Potential

67

Total Footprint

88%

Megatrend Exposure

5.1%

Net Return YTD

Russell 3000

Financials data per

4.7%

Net Return YTD

Loading…

Data source: Globalance

+4.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.1%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

5.1%

Net Return YTD

Loading…

Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

12.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%+8.0%
  • Russell 3000
  • Nasdaq Composite

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vera Therapeutics, Inc. Class A+198.8%0.0%
Arcutis Biotherapeutics Inc+187.9%0.0%
Super Micro Computer, Inc.+182.6%0.0%
Sangamo Therapeutics, Inc.+154.0%0.0%
FibroGen, Inc.+147.1%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%4.2%
Meta Platforms Inc Class A+33.7%3.8%
CrowdStrike Holdings, Inc. Class A+29.0%0.4%
Palo Alto Networks, Inc.+24.3%0.7%
Trade Desk, Inc. Class A+23.6%0.3%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Invitae Corp.-96.9%0.0%
NanoString Technologies, Inc.-92.4%0.0%
CareMax, Inc. Class A-70.6%0.0%
iRobot Corporation-68.1%0.0%
Enviva Inc-67.2%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Charter Communications, Inc. Class A-24.6%0.6%
Tesla, Inc.-19.5%2.8%
JD.com, Inc. Sponsored ADR Class A-16.2%0.1%
Biogen Inc.-15.3%0.3%
Walgreens Boots Alliance, Inc.-14.9%0.2%