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vs

1.8°C

Warming Potential

62

Total Footprint

74%

Megatrend Exposure

12.5%

Net Return YTD

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S&P 500

Financials data per

12.5%

Net Return YTD

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Data source: Globalance

+12.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

82%

Net Return Last 3 Years

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Investment Performance

SepOctNovDecJanFebMarAprMayJunJulAugNet Return YTD-10%-5%0%+5%+10%+15%
  • S&P 500

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Dell Technologies, Inc. Class C+223.4%0.1%
Seagate Technology Holdings PLC+211.4%0.1%
Applied Materials, Inc.+97.9%0.5%
Marathon Petroleum Corporation+95.8%0.1%
Valero Energy Corporation+94.4%0.1%

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Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Trade Desk, Inc. Class A-52.5%0.0%
Intuit Inc.-51.7%0.2%
Boston Scientific Corporation-51.0%0.2%
Insulet Corporation-41.8%0.0%
AppLovin Corp. Class A-41.2%0.2%

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