Explore our portfolios
We provide low-cost access to well-diversified portfolios using data from leading providers and a curated selection by investment managers with a mandate to pursue enhanced returns.
You can browse our portfolios by themes, or view a full list of all portfolios below. Here we highlight the 365-day performance. To see the performance over other time periods, click through to see the portfolio details and select the time period you are interested in on the performance chart.
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Portfolio name
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Risk
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Performance
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Sharpe ratio
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Min invest
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Fee
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Technology
FTSE Russell
Performance
arrow_upward
17.7%
365 days
Sharpe ratio
0.42
Min invest
$100
Fee
0.20%
Technology
Crabtree Asset Management
Performance
arrow_upward
14.6%
365 days
Sharpe ratio
0.40
Min invest
$30,000
Fee
0.75%
Thematic Growth
Mott Capital Management, LLC
Performance
arrow_upward
10.6%
365 days
Sharpe ratio
0.25
Min invest
$500
Fee
0.75%
Fundamental Growth
Sparrow Capital Management
Performance
arrow_upward
8.9%
365 days
Sharpe ratio
0.16
Min invest
$500
Fee
0.75%
Long Term Value
Lakeland Wealth Management
Performance
arrow_upward
8.5%
365 days
Sharpe ratio
0.11
Min invest
$500
Fee
0.50%
Global
Elite Wealth Management
Performance
arrow_upward
6.7%
365 days
Sharpe ratio
0.08
Min invest
$50,000
Fee
0.75%
Undervalued Opportunities
Clearbrook Capital Advisors
Performance
arrow_upward
5.7%
365 days
Sharpe ratio
0.02
Min invest
$20,000
Fee
0.75%
Top 200
FTSE Russell
Performance
arrow_upward
3.8%
365 days
Sharpe ratio
-0.06
Min invest
$100
Fee
0.20%
Pure Water
IA SRI
Performance
arrow_upward
2.4%
365 days
Sharpe ratio
-0.12
Min invest
$100
Fee
0.11%
Small Cap Growth
Crabtree Asset Management
Performance
arrow_upward
1.2%
365 days
Sharpe ratio
-0.14
Min invest
$1,000
Fee
0.75%
Unconstrained
Sparrow Capital Management
Performance
arrow_upward
1.6%
365 days
Sharpe ratio
-0.16
Min invest
$500
Fee
0.75%
Ocean Life
IA SRI
Performance
arrow_upward
1.5%
365 days
Sharpe ratio
-0.17
Min invest
$100
Fee
0.11%
Racial Equality
IA SRI
Performance
0.0%
365 days
Sharpe ratio
-0.19
Min invest
$100
Fee
0.11%
Consumer Discretionary
FTSE Russell
Performance
arrow_upward
0.8%
365 days
Sharpe ratio
-0.19
Min invest
$100
Fee
0.20%
Land Health
IA SRI
Performance
arrow_upward
1.1%
365 days
Sharpe ratio
-0.21
Min invest
$100
Fee
0.11%
LGBTQ Inclusion
IA SRI
Performance
arrow_downward
-0.7%
365 days
Sharpe ratio
-0.23
Min invest
$100
Fee
0.11%
Industrials
FTSE Russell
Performance
arrow_downward
-0.2%
365 days
Sharpe ratio
-0.23
Min invest
$100
Fee
0.20%
Sustainable Product Lifecycle
IA SRI
Performance
arrow_downward
-1.6%
365 days
Sharpe ratio
-0.26
Min invest
$100
Fee
0.11%
Quality
IA Smart Beta
Performance
arrow_downward
-1.9%
365 days
Sharpe ratio
-0.30
Min invest
$100
Fee
0.08%
Broad Market
IA Smart Beta
Performance
arrow_downward
-1.8%
365 days
Sharpe ratio
-0.30
Min invest
$100
Fee
0.08%
Equity Sector and Themes
Global X
Performance
arrow_downward
-1.6%
365 days
Sharpe ratio
-0.30
Min invest
$100
Fee
0.10%
ESG Growth
IA SRI
Performance
arrow_downward
-3.0%
365 days
Sharpe ratio
-0.33
Min invest
$100
Fee
0.11%
Mindful Business Models
IA SRI
Performance
arrow_downward
-2.2%
365 days
Sharpe ratio
-0.35
Min invest
$100
Fee
0.11%
Ethical Leadership
IA SRI
Performance
arrow_downward
-3.0%
365 days
Sharpe ratio
-0.35
Min invest
$100
Fee
0.11%
Tactical ETF
Elite Wealth Management
Performance
0.0%
365 days
Sharpe ratio
-0.35
Min invest
$10,000
Fee
0.75%
ESG Quality
IA SRI
Performance
arrow_downward
-3.5%
365 days
Sharpe ratio
-0.38
Min invest
$100
Fee
0.11%
Small Cap Broad Market
IA Smart Beta
Performance
arrow_downward
-5.8%
365 days
Sharpe ratio
-0.41
Min invest
$100
Fee
0.11%
Fair Labor & Thriving Communities
IA SRI
Performance
arrow_downward
-4.1%
365 days
Sharpe ratio
-0.41
Min invest
$100
Fee
0.11%
Digital Innovation
Global X
Performance
arrow_downward
-7.2%
365 days
Sharpe ratio
-0.41
Min invest
$100
Fee
0.10%
Health Care
FTSE Russell
Performance
arrow_downward
-2.8%
365 days
Sharpe ratio
-0.41
Min invest
$100
Fee
0.20%
Aggressive
WisdomTree
Performance
arrow_downward
-1.2%
365 days
Sharpe ratio
-0.42
Min invest
$100
Fee
0.10%
Freedland Healthcare
Sparrow Capital Management
Performance
arrow_downward
-2.9%
365 days
Sharpe ratio
-0.42
Min invest
$500
Fee
0.75%
Equity Rotation
Split Rock
Performance
arrow_downward
-4.0%
365 days
Sharpe ratio
-0.43
Min invest
$500
Fee
0.75%
Energy
FTSE Russell
Performance
arrow_downward
-9.6%
365 days
Sharpe ratio
-0.43
Min invest
$100
Fee
0.20%
Growth
IA Smart Beta
Performance
arrow_downward
-5.8%
365 days
Sharpe ratio
-0.44
Min invest
$100
Fee
0.08%
ESG Broad Market
IA SRI
Performance
arrow_downward
-4.4%
365 days
Sharpe ratio
-0.44
Min invest
$100
Fee
0.11%
Growth
State Street Global Advisors
Performance
arrow_downward
-2.7%
365 days
Sharpe ratio
-0.46
Min invest
$100
Fee
0.10%
Moderate
WisdomTree
Performance
arrow_downward
-0.8%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.10%
Gender Equality
IA SRI
Performance
arrow_downward
-5.0%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.11%
ESG Value
IA SRI
Performance
arrow_downward
-5.9%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.11%
Company Transparency
IA SRI
Performance
arrow_downward
-4.3%
365 days
Sharpe ratio
-0.49
Min invest
$100
Fee
0.11%
Thematic Disruptors
Global X
Performance
arrow_downward
-8.8%
365 days
Sharpe ratio
-0.49
Min invest
$100
Fee
0.10%
Clean Air
IA SRI
Performance
arrow_downward
-6.1%
365 days
Sharpe ratio
-0.50
Min invest
$100
Fee
0.11%
Russell 1000 Dividend Growth
FTSE Russell
Performance
arrow_downward
-4.5%
365 days
Sharpe ratio
-0.51
Min invest
$100
Fee
0.20%
ESG Dividend
IA SRI
Performance
arrow_downward
-6.3%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.11%
Consumer Staples
FTSE Russell
Performance
arrow_downward
-3.0%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.20%
Russell 3000 Dividend Growth
FTSE Russell
Performance
arrow_downward
-5.5%
365 days
Sharpe ratio
-0.57
Min invest
$100
Fee
0.20%
Global Defensive Equity
Atlas Capital
Performance
arrow_downward
-1.6%
365 days
Sharpe ratio
-0.57
Min invest
$20,000
Fee
0.75%
Value
IA Smart Beta
Performance
arrow_downward
-8.1%
365 days
Sharpe ratio
-0.58
Min invest
$100
Fee
0.08%
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
arrow_downward
-10.8%
365 days
Sharpe ratio
-0.61
Min invest
$20,000
Fee
0.75%
Moderate
State Street Global Advisors
Performance
arrow_downward
-2.8%
365 days
Sharpe ratio
-0.62
Min invest
$100
Fee
0.10%
Financial Services
FTSE Russell
Performance
arrow_downward
-9.1%
365 days
Sharpe ratio
-0.62
Min invest
$100
Fee
0.20%
Dividend Growth
Sizemore Capital
Performance
arrow_downward
-5.7%
365 days
Sharpe ratio
-0.63
Min invest
$5,000
Fee
0.75%
China Sector
Global X
Performance
arrow_downward
-9.8%
365 days
Sharpe ratio
-0.65
Min invest
$100
Fee
0.10%
Dividend
IA Smart Beta
Performance
arrow_downward
-8.8%
365 days
Sharpe ratio
-0.68
Min invest
$100
Fee
0.08%
Basic Materials
FTSE Russell
Performance
arrow_downward
-12.9%
365 days
Sharpe ratio
-0.69
Min invest
$100
Fee
0.20%
Small Cap Growth
IA Smart Beta
Performance
arrow_downward
-12.1%
365 days
Sharpe ratio
-0.70
Min invest
$100
Fee
0.11%
Utilities
FTSE Russell
Performance
arrow_downward
-10.4%
365 days
Sharpe ratio
-0.72
Min invest
$100
Fee
0.20%
Small Cap Quality
IA Smart Beta
Performance
arrow_downward
-10.4%
365 days
Sharpe ratio
-0.74
Min invest
$100
Fee
0.11%
Moderately Aggressive
WisdomTree
Performance
arrow_downward
-4.5%
365 days
Sharpe ratio
-0.76
Min invest
$100
Fee
0.10%
Small Cap Value
IA Smart Beta
Performance
arrow_downward
-13.7%
365 days
Sharpe ratio
-0.78
Min invest
$100
Fee
0.11%
Adaptive Asset Allocation
Sizemore Capital
Performance
arrow_downward
-6.3%
365 days
Sharpe ratio
-0.82
Min invest
$5,000
Fee
0.75%
Customer Safety
IA SRI
Performance
arrow_downward
-14.9%
365 days
Sharpe ratio
-0.83
Min invest
$100
Fee
0.11%
Real Estate
FTSE Russell
Performance
arrow_downward
-15.9%
365 days
Sharpe ratio
-0.85
Min invest
$100
Fee
0.20%
Conservative
WisdomTree
Performance
arrow_downward
-1.4%
365 days
Sharpe ratio
-0.87
Min invest
$100
Fee
0.10%
Net Payout Yields
Stone Fox Capital
Performance
arrow_downward
-15.8%
365 days
Sharpe ratio
-0.87
Min invest
$1,000
Fee
0.75%
Telecom
FTSE Russell
Performance
arrow_downward
-12.0%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.20%
Long Term GARP
Y H & C Investments
Performance
arrow_downward
-19.6%
365 days
Sharpe ratio
-0.95
Min invest
$10,000
Fee
0.75%
Small Cap Dividend
IA Smart Beta
Performance
arrow_downward
-15.9%
365 days
Sharpe ratio
-0.95
Min invest
$100
Fee
0.11%
Global Balanced Fund
Atlas Capital
Performance
arrow_downward
-2.3%
365 days
Sharpe ratio
-0.96
Min invest
$20,000
Fee
0.75%
High Income
Cratus Capital LLC
Performance
0.0%
365 days
Sharpe ratio
-0.98
Min invest
$500
Fee
0.75%
Tactical Adaptive
Stoken Asset Management
Performance
arrow_downward
-3.6%
365 days
Sharpe ratio
-1.23
Min invest
$500
Fee
0.75%
Concentrated GARP
Y H & C Investments
Performance
arrow_downward
-30.0%
365 days
Sharpe ratio
-1.46
Min invest
$10,000
Fee
0.75%
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