Compare Portfolios
vs
2.8°C
Warming Potential
62
Total Footprint
69%
Megatrend Exposure
4.7%
Net Return YTD
2.4°C
Warming Potential
56
Total Footprint
42%
Megatrend Exposure
-0.3%
Net Return YTD
Russell 3000
Financials data per4.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
26.1%
Net Return Last 3 Years
FTSE 100
Financials data per-0.3%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
14.3%
Net Return Last 3 Years
Investment Performance
- Russell 3000
- FTSE 100
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 |
|---|---|---|---|
| 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% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| Flutter Entertainment Plc | +22.6% | 1.2% | |
| GSK plc | +15.6% | 3.2% | |
| Hargreaves Lansdown plc | +13.0% | 0.1% | |
| Beazley Plc | +12.1% | 0.2% | |
| BAE Systems plc | +11.8% | 1.8% |
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 |
|---|---|---|---|
| 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% |
| Â | Asset Name | Return YTD % (Asset curr.) | % of portfolio |
|---|---|---|---|
| JD Sports Fashion Plc | -32.4% | 0.2% | |
| Ocado Group PLC | -29.3% | 0.2% | |
| Endeavour Mining PLC | -26.6% | 0.2% | |
| Airtel Africa Plc | -26.0% | 0.1% | |
| Fresnillo PLC | -18.0% | 0.1% |