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vs

2.7°C

Warming Potential

61

Total Footprint

84%

Megatrend Exposure

1.1%

Net Return YTD

2.7°C

Warming Potential

60

Total Footprint

84%

Megatrend Exposure

12.4%

Net Return YTD

Dow Jones Indust A

Financials data per

1.1%

Net Return YTD

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Data source: Globalance

+1.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

22.1%

Net Return Last 3 Years

Russell 3000

Financials data per

12.4%

Net Return YTD

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Data source: Globalance

+12.4%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

31.9%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-5.0%0.0%+5.0%+10.0%+15.0%+20.0%+25.0%
  • Dow Jones Indust A
  • Russell 3000

Top 5 Assets

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

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A+785.7%0.0%
AppLovin Corp. Class A+279.5%0.0%
NVIDIA Corporation+197.7%2.7%
Vertiv Holdings Co. Class A+172.3%0.0%
DraftKings, Inc. Class A+158.5%0.0%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Carvana Co. Class A+785.7%0.0%
Reata Pharmaceuticals, Inc. Class A+353.7%0.0%
IonQ, Inc.+331.3%0.0%
AppLovin Corp. Class A+279.5%0.0%
BridgeBio Pharma, Inc.+246.1%0.0%

Bottom 5 Assets

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

Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NovoCure Ltd.-78.0%0.0%
AMC Entertainment Holdings, Inc. Class A-77.8%0.0%
Hawaiian Electric Industries, Inc.-68.0%0.0%
Advance Auto Parts, Inc.-60.8%0.0%
Dollar General Corporation-56.6%0.1%
Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NovoCure Ltd.-78.0%0.0%
AMC Entertainment Holdings, Inc. Class A-77.8%0.0%
Hawaiian Electric Industries, Inc.-68.0%0.0%
Advance Auto Parts, Inc.-60.8%0.0%
Dollar General Corporation-56.6%0.1%