2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-17.8%

Net Return YTD

2.9°C

Warming Potential

58

Total Footprint

67%

Megatrend Exposure

-11.5%

Net Return YTD

Nasdaq Composite

Financials data per

-17.8%

Net Return YTD

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Data source: Globalance

-17.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

61.5%

Net Return Last 3 Years

Financials data per

-11.5%

Net Return YTD

Loading…

Data source: Globalance

-11.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

49.4%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-40.0%-30.0%-20.0%-10.0%0.0%+10.0%
  • Nasdaq Composite
  • Russell 3000

Top 5 Assets

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

Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vertex Pharmaceuticals Incorporated+34.7%0.6%
T-Mobile US, Inc.+24.9%1.5%
Activision Blizzard, Inc.+22.3%0.5%
Dollar Tree, Inc.+18.1%0.3%
American Electric Power Company, Inc.+16.5%0.4%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
SIGA Technologies Inc+210.5%0.0%
CONSOL Energy Inc+195.2%0.0%
Lantheus Holdings Inc+186.7%0.0%
PBF Energy, Inc. Class A+150.0%0.0%
NexTier Oilfield Solutions, Inc.+145.9%0.0%

Bottom 5 Assets

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

Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Netflix, Inc.-59.5%0.8%
Align Technology, Inc.-56.2%0.2%
Okta, Inc. Class A-52.9%0.1%
Lucid Group, Inc.-52.1%0.3%
DocuSign, Inc.-50.5%0.1%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Loyalty Ventures, Inc.-90.2%0.0%
Hydrofarm Holdings Group, Inc.-88.1%0.0%
Kodiak Sciences, Inc.-85.3%0.0%
Ranpak Holdings Corp Class A-84.5%0.0%
Porch Group, Inc.-81.5%0.0%