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 categories, 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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Sharpe ratio: High to low expand_more
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Risk
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Performance
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Sharpe ratio
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Fee
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Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
Performance
arrow_upward 37.9%
365 days
Sharpe ratio
2.54
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Financial Services
FTSE Russell
Performance
arrow_upward 41.3%
365 days
Sharpe ratio
2.50
Min invest
$100
Fee
0.20%
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
Performance
arrow_upward 44.0%
365 days
Sharpe ratio
2.38
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Top 200
FTSE Russell
Performance
arrow_upward 33.4%
365 days
Sharpe ratio
2.28
Min invest
$100
Fee
0.20%
Split Rock Profile Picture
Equity Rotation
Split Rock
Performance
arrow_upward 34.7%
365 days
Sharpe ratio
2.26
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
Performance
arrow_upward 40.0%
365 days
Sharpe ratio
2.25
Min invest
$100
Fee
0.20%
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
Performance
arrow_upward 52.0%
365 days
Sharpe ratio
2.24
Min invest
$1,000
Fee
0.75%
IA SRI Profile Picture
Customer Safety
IA SRI
Performance
arrow_upward 32.6%
365 days
Sharpe ratio
1.99
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
Performance
arrow_upward 29.4%
365 days
Sharpe ratio
1.96
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Mindful Business Models
IA SRI
Performance
arrow_upward 26.1%
365 days
Sharpe ratio
1.93
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Industrials
FTSE Russell
Performance
arrow_upward 28.8%
365 days
Sharpe ratio
1.86
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Technology
FTSE Russell
Performance
arrow_upward 43.2%
365 days
Sharpe ratio
1.83
Min invest
$100
Fee
0.20%
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
Performance
arrow_upward 46.8%
365 days
Sharpe ratio
1.83
Min invest
$50,000
Fee
0.75%
IA SRI Profile Picture
ESG Growth
IA SRI
Performance
arrow_upward 31.3%
365 days
Sharpe ratio
1.77
Min invest
$100
Fee
0.20%
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
Performance
arrow_upward 30.6%
365 days
Sharpe ratio
1.77
Min invest
$10,000
Fee
0.75%
IA SRI Profile Picture
Gender Equality
IA SRI
Performance
arrow_upward 24.6%
365 days
Sharpe ratio
1.75
Min invest
$100
Fee
0.20%
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
Performance
arrow_upward 15.9%
365 days
Sharpe ratio
1.71
Min invest
$5,000
Fee
0.75%
IA SRI Profile Picture
Company Transparency
IA SRI
Performance
arrow_upward 24.1%
365 days
Sharpe ratio
1.71
Min invest
$100
Fee
0.20%
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
Performance
arrow_upward 31.8%
365 days
Sharpe ratio
1.70
Min invest
$500
Fee
0.50%
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
Performance
arrow_upward 28.0%
365 days
Sharpe ratio
1.69
Min invest
$1,000
Fee
0.75%
IA Smart Beta Profile Picture
Growth
IA Smart Beta
Performance
arrow_upward 30.7%
365 days
Sharpe ratio
1.67
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Telecom
FTSE Russell
Performance
arrow_upward 25.4%
365 days
Sharpe ratio
1.66
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
Performance
arrow_upward 16.6%
365 days
Sharpe ratio
1.63
Min invest
$100
Fee
0.10%
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
Performance
arrow_upward 22.5%
365 days
Sharpe ratio
1.63
Min invest
$100
Fee
0.10%
IA SRI Profile Picture
Racial Equality
IA SRI
Performance
arrow_upward 24.2%
365 days
Sharpe ratio
1.63
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Utilities
FTSE Russell
Performance
arrow_upward 28.1%
365 days
Sharpe ratio
1.63
Min invest
$100
Fee
0.20%
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
Performance
arrow_upward 22.1%
365 days
Sharpe ratio
1.56
Min invest
$20,000
Fee
0.75%
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
Performance
arrow_upward 17.5%
365 days
Sharpe ratio
1.55
Min invest
$100
Fee
0.10%
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
Performance
arrow_upward 35.1%
365 days
Sharpe ratio
1.55
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ethical Leadership
IA SRI
Performance
arrow_upward 25.6%
365 days
Sharpe ratio
1.55
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Aggressive
WisdomTree
Performance
arrow_upward 18.5%
365 days
Sharpe ratio
1.50
Min invest
$100
Fee
0.10%
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
Performance
arrow_upward 16.3%
365 days
Sharpe ratio
1.49
Min invest
$20,000
Fee
0.75%
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
Performance
arrow_upward 27.0%
365 days
Sharpe ratio
1.48
Min invest
$100
Fee
0.20%
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
Performance
arrow_upward 20.3%
365 days
Sharpe ratio
1.46
Min invest
$500
Fee
0.75%
IA SRI Profile Picture
Land Health
IA SRI
Performance
arrow_upward 21.7%
365 days
Sharpe ratio
1.46
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Moderate
WisdomTree
Performance
arrow_upward 15.2%
365 days
Sharpe ratio
1.44
Min invest
$100
Fee
0.10%
IA SRI Profile Picture
ESG Broad Market
IA SRI
Performance
arrow_upward 23.7%
365 days
Sharpe ratio
1.43
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
Performance
arrow_upward 18.8%
365 days
Sharpe ratio
1.32
Min invest
$100
Fee
0.20%
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
Performance
arrow_upward 17.8%
365 days
Sharpe ratio
1.30
Min invest
$5,000
Fee
0.75%
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
Performance
arrow_upward 29.6%
365 days
Sharpe ratio
1.30
Min invest
$30,000
Fee
0.75%
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
Performance
arrow_upward 19.3%
365 days
Sharpe ratio
1.27
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Pure Water
IA SRI
Performance
arrow_upward 19.0%
365 days
Sharpe ratio
1.26
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
Performance
arrow_upward 20.5%
365 days
Sharpe ratio
1.25
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ocean Life
IA SRI
Performance
arrow_upward 19.1%
365 days
Sharpe ratio
1.24
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Clean Air
IA SRI
Performance
arrow_upward 22.3%
365 days
Sharpe ratio
1.24
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Quality
IA Smart Beta
Performance
arrow_upward 22.0%
365 days
Sharpe ratio
1.19
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Quality
IA SRI
Performance
arrow_upward 22.2%
365 days
Sharpe ratio
1.15
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
Performance
arrow_upward 19.8%
365 days
Sharpe ratio
1.15
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Dividend
IA SRI
Performance
arrow_upward 19.2%
365 days
Sharpe ratio
1.04
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
Performance
arrow_upward 24.0%
365 days
Sharpe ratio
0.97
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
Performance
arrow_upward 17.0%
365 days
Sharpe ratio
0.94
Min invest
$100
Fee
0.20%
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
Performance
arrow_upward 10.7%
365 days
Sharpe ratio
0.93
Min invest
$500
Fee
0.75%
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
Performance
arrow_upward 21.7%
365 days
Sharpe ratio
0.89
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
Performance
arrow_upward 23.0%
365 days
Sharpe ratio
0.87
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Value
IA SRI
Performance
arrow_upward 18.8%
365 days
Sharpe ratio
0.85
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Real Estate
FTSE Russell
Performance
arrow_upward 17.3%
365 days
Sharpe ratio
0.81
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Conservative
WisdomTree
Performance
arrow_upward 8.2%
365 days
Sharpe ratio
0.80
Min invest
$100
Fee
0.10%
IA Smart Beta Profile Picture
Value
IA Smart Beta
Performance
arrow_upward 17.3%
365 days
Sharpe ratio
0.80
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
Performance
arrow_upward 20.5%
365 days
Sharpe ratio
0.78
Min invest
$100
Fee
0.20%
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
Performance
arrow_upward 13.0%
365 days
Sharpe ratio
0.76
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Health Care
FTSE Russell
Performance
arrow_upward 11.3%
365 days
Sharpe ratio
0.63
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
Performance
arrow_upward 10.9%
365 days
Sharpe ratio
0.63
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Energy
FTSE Russell
Performance
arrow_upward 13.5%
365 days
Sharpe ratio
0.53
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
Performance
arrow_upward 10.8%
365 days
Sharpe ratio
0.46
Min invest
$100
Fee
0.20%
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
Performance
arrow_upward 9.6%
365 days
Sharpe ratio
0.32
Min invest
$10,000
Fee
0.75%
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
Performance
arrow_upward 9.2%
365 days
Sharpe ratio
0.20
Min invest
$10,000
Fee
0.75%
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
arrow_upward 7.9%
365 days
Sharpe ratio
0.20
Min invest
$20,000
Fee
0.75%
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