2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

2.5°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

2.5%

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

Dow Jones Indust A

Financials data per

2.5%

Net Return YTD

Loading…

Data source: Globalance

+2.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

22.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%
  • Russell 3000
  • Dow Jones Indust A

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Super Micro Computer, Inc.+182.6%0.0%
Kinsale Capital Group, Inc.+50.8%0.0%
AppLovin Corp. Class A+50.2%0.0%
NVIDIA Corporation+46.6%2.6%
Palantir Technologies Inc. Class A+42.3%0.1%

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
New York Community Bancorp Inc-51.6%0.0%
agilon health inc-43.3%0.0%
QuidelOrtho Corporation-43.3%0.0%
Wolfspeed Inc-38.2%0.0%
Avis Budget Group, Inc.-36.7%0.0%