Compare Portfolios
vs
2.8°C
Warming Potential
58
Total Footprint
64%
Megatrend Exposure
8%
Net Return YTD
1.8°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
5.7%
Net Return YTD
Russell 3000
Financials data per8%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
28.7%
Net Return Last 3 Years
SPI
Financials data per5.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
9.4%
Net Return Last 3 Years
Investment Performance
- Russell 3000
- SPI
Top 5 Assets
These are the assets with the highest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Carvana Co. Class A | +178.3% | 0.0% | |
| Volta, Inc. Class A | +141.8% | 0.0% | |
| Cincor Pharma, Inc. | +138.6% | 0.0% | |
| C3.ai, Inc. Class A | +119.2% | 0.0% | |
| Sotera Health Company | +116.7% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Newron Pharmaceuticals S.p.A. | +128.4% | 0.0% | |
| Zur Rose Group AG | +104.2% | 0.0% | |
| Temenos AG | +38.0% | 0.3% | |
| Swissquote Group Holding Ltd. | +30.5% | 0.1% | |
| Zehnder Group AG Class A | +27.2% | 0.0% |
Bottom 5 Assets
These are the assets with the lowest finance score in each of the two portfolios
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Fate Therapeutics, Inc. | -32.2% | 0.0% | |
| Clearfield, Inc. | -31.2% | 0.0% | |
| Chegg, Inc. | -31.0% | 0.0% | |
| Enovix Corporation | -28.7% | 0.0% | |
| Rayonier Advanced Materials Inc | -25.5% | 0.0% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Santhera Pharmaceuticals Holding AG | -42.3% | 0.0% | |
| Swiss Steel Holding AG | -15.9% | 0.0% | |
| Medartis Holding AG | -9.1% | 0.0% | |
| Roche Holding Ltd | -8.5% | 0.7% | |
| Idorsia Ltd. | -6.8% | 0.1% |