Compare Portfolios
vs
4.6°C
Warming Potential
42
Total Footprint
42%
Megatrend Exposure
-3.7%
Net Return YTD
2.8°C
Warming Potential
62
Total Footprint
69%
Megatrend Exposure
4.7%
Net Return YTD
Shanghai Composite Index
Financials data per-3.7%
Net Return YTD
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Data source: Globalance
Portfolio Year to Date Return
Data source: FactSet
-21.6%
Net Return Last 3 Years
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
Investment Performance
- Shanghai Composite Index
- Russell 3000
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 |
|---|---|---|---|
| China Coal Energy Co. Ltd. Class A | +23.2% | 0.4% | |
| China Shenhua Energy Co. Ltd. Class A | +21.4% | 1.3% | |
| PetroChina Company Limited Class A | +17.3% | 2.8% | |
| Shaanxi Coal Industry Co., Ltd. Class A | +15.8% | 0.8% | |
| China CITIC Bank Corporation Ltd Class A | +15.3% | 0.6% |
| 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% |
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 |
|---|---|---|---|
| Yonyou Network Technology Co. Ltd. Class A | -36.0% | 0.4% | |
| Ningbo Tuopu Group Co., Ltd. Class A | -28.8% | 0.4% | |
| WuXi AppTec Co., Ltd. Class A | -27.0% | 0.5% | |
| Hundsun Technologies Inc. Class A | -24.4% | 0.4% | |
| Shanghai Fudan Microelectronics Group Co., Ltd. Class A | -22.9% | 0.4% |
| 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% |