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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Atlas Capital
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Clearbrook Capital Advisors
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Crabtree Asset Management
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Cratus Capital LLC
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Elite Wealth Management
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FTSE Russell
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Mott Capital Management, LLC
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Philadelphia Investment Partners
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Split Rock
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State Street Global Advisors
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Y H & C Investments
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Sharpe ratio: High to low expand_more
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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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FTSE Russell Profile Picture
Energy
FTSE Russell
Performance
arrow_upward 30.5%
365 days
Sharpe ratio
0.75
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ethical Leadership
IA SRI
Performance
arrow_upward 8.3%
365 days
Sharpe ratio
0.12
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Value
IA Smart Beta
Performance
arrow_upward 7.6%
365 days
Sharpe ratio
0.11
Min invest
$100
Fee
0.08%
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
Performance
arrow_upward 7.2%
365 days
Sharpe ratio
0.08
Min invest
$100
Fee
0.20%
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
Performance
arrow_upward 7.0%
365 days
Sharpe ratio
0.08
Min invest
$30,000
Fee
0.75%
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
Performance
arrow_upward 6.1%
365 days
Sharpe ratio
0.05
Min invest
$100
Fee
0.08%
IA SRI Profile Picture
Mindful Business Models
IA SRI
Performance
arrow_upward 6.0%
365 days
Sharpe ratio
0.03
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
Performance
arrow_upward 4.6%
365 days
Sharpe ratio
0.01
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
ESG Value
IA SRI
Performance
arrow_upward 4.9%
365 days
Sharpe ratio
-0.01
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
Performance
arrow_upward 4.8%
365 days
Sharpe ratio
-0.01
Min invest
$100
Fee
0.20%
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
Performance
arrow_upward 3.0%
365 days
Sharpe ratio
-0.04
Min invest
$1,000
Fee
0.75%
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
Performance
arrow_upward 2.9%
365 days
Sharpe ratio
-0.06
Min invest
$100
Fee
0.11%
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
Performance
arrow_upward 3.3%
365 days
Sharpe ratio
-0.07
Min invest
$500
Fee
0.50%
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
Performance
arrow_upward 1.7%
365 days
Sharpe ratio
-0.07
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
ESG Quality
IA SRI
Performance
arrow_upward 3.7%
365 days
Sharpe ratio
-0.07
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
ESG Growth
IA SRI
Performance
arrow_upward 3.5%
365 days
Sharpe ratio
-0.07
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
Performance
arrow_upward 4.1%
365 days
Sharpe ratio
-0.07
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Quality
IA Smart Beta
Performance
arrow_upward 3.6%
365 days
Sharpe ratio
-0.08
Min invest
$100
Fee
0.08%
IA SRI Profile Picture
ESG Dividend
IA SRI
Performance
arrow_upward 3.7%
365 days
Sharpe ratio
-0.08
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Pure Water
IA SRI
Performance
arrow_upward 3.2%
365 days
Sharpe ratio
-0.09
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Utilities
FTSE Russell
Performance
arrow_upward 3.8%
365 days
Sharpe ratio
-0.11
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
Performance
arrow_upward 1.2%
365 days
Sharpe ratio
-0.14
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Racial Equality
IA SRI
Performance
arrow_upward 1.3%
365 days
Sharpe ratio
-0.14
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Ocean Life
IA SRI
Performance
arrow_upward 2.0%
365 days
Sharpe ratio
-0.14
Min invest
$100
Fee
0.11%
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
arrow_upward 0.4%
365 days
Sharpe ratio
-0.14
Min invest
$20,000
Fee
0.75%
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
Performance
arrow_upward 2.1%
365 days
Sharpe ratio
-0.16
Min invest
$5,000
Fee
0.75%
IA SRI Profile Picture
Gender Equality
IA SRI
Performance
arrow_upward 0.4%
365 days
Sharpe ratio
-0.18
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Company Transparency
IA SRI
Performance
arrow_upward 1.1%
365 days
Sharpe ratio
-0.20
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
Performance
arrow_downward -0.1%
365 days
Sharpe ratio
-0.21
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Health Care
FTSE Russell
Performance
arrow_upward 1.7%
365 days
Sharpe ratio
-0.21
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Land Health
IA SRI
Performance
arrow_upward 0.4%
365 days
Sharpe ratio
-0.22
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
Performance
arrow_downward -0.2%
365 days
Sharpe ratio
-0.22
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
Performance
arrow_downward -1.6%
365 days
Sharpe ratio
-0.27
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Growth
IA Smart Beta
Performance
arrow_downward -2.8%
365 days
Sharpe ratio
-0.28
Min invest
$100
Fee
0.08%
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
Performance
arrow_downward -3.7%
365 days
Sharpe ratio
-0.29
Min invest
$100
Fee
0.11%
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
Performance
arrow_upward 0.3%
365 days
Sharpe ratio
-0.31
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Industrials
FTSE Russell
Performance
arrow_downward -3.3%
365 days
Sharpe ratio
-0.31
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Broad Market
IA SRI
Performance
arrow_downward -2.4%
365 days
Sharpe ratio
-0.32
Min invest
$100
Fee
0.11%
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
Performance
arrow_upward 2.1%
365 days
Sharpe ratio
-0.33
Min invest
$500
Fee
0.75%
IA SRI Profile Picture
Customer Safety
IA SRI
Performance
arrow_downward -3.4%
365 days
Sharpe ratio
-0.33
Min invest
$100
Fee
0.11%
Global X Profile Picture
China Sector
Global X
Performance
arrow_downward -7.6%
365 days
Sharpe ratio
-0.33
Min invest
$100
Fee
0.10%
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
Performance
arrow_downward -3.6%
365 days
Sharpe ratio
-0.35
Min invest
$100
Fee
0.08%
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
Performance
arrow_downward -2.1%
365 days
Sharpe ratio
-0.35
Min invest
$20,000
Fee
0.75%
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
Performance
arrow_downward -0.8%
365 days
Sharpe ratio
-0.39
Min invest
$100
Fee
0.20%
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
Performance
arrow_downward -4.3%
365 days
Sharpe ratio
-0.43
Min invest
$5,000
Fee
0.75%
IA SRI Profile Picture
Clean Air
IA SRI
Performance
arrow_downward -5.6%
365 days
Sharpe ratio
-0.44
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Financial Services
FTSE Russell
Performance
arrow_downward -5.4%
365 days
Sharpe ratio
-0.44
Min invest
$100
Fee
0.20%
Global X Profile Picture
Equity Sector and Themes
Global X
Performance
arrow_downward -6.5%
365 days
Sharpe ratio
-0.48
Min invest
$100
Fee
0.10%
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
Performance
arrow_downward -8.7%
365 days
Sharpe ratio
-0.53
Min invest
$1,000
Fee
0.75%
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
Performance
arrow_downward -5.3%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.10%
FTSE Russell Profile Picture
Real Estate
FTSE Russell
Performance
arrow_downward -7.9%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.20%
Split Rock Profile Picture
Equity Rotation
Split Rock
Performance
arrow_downward -8.0%
365 days
Sharpe ratio
-0.56
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
Performance
arrow_downward -14.0%
365 days
Sharpe ratio
-0.57
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Top 200
FTSE Russell
Performance
arrow_downward -8.9%
365 days
Sharpe ratio
-0.59
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Aggressive
WisdomTree
Performance
arrow_downward -5.2%
365 days
Sharpe ratio
-0.60
Min invest
$100
Fee
0.10%
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
Performance
arrow_downward -13.8%
365 days
Sharpe ratio
-0.63
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Technology
FTSE Russell
Performance
arrow_downward -16.3%
365 days
Sharpe ratio
-0.63
Min invest
$100
Fee
0.20%
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
Performance
arrow_downward -12.0%
365 days
Sharpe ratio
-0.65
Min invest
$50,000
Fee
0.75%
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
Performance
arrow_downward -12.0%
365 days
Sharpe ratio
-0.67
Min invest
$500
Fee
0.75%
Global X Profile Picture
Digital Innovation
Global X
Performance
arrow_downward -19.7%
365 days
Sharpe ratio
-0.68
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Moderate
WisdomTree
Performance
arrow_downward -4.9%
365 days
Sharpe ratio
-0.72
Min invest
$100
Fee
0.10%
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
Performance
arrow_downward -11.0%
365 days
Sharpe ratio
-0.73
Min invest
$10,000
Fee
0.75%
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
Performance
arrow_downward -16.9%
365 days
Sharpe ratio
-0.73
Min invest
$500
Fee
0.75%
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
Performance
arrow_downward -4.7%
365 days
Sharpe ratio
-0.74
Min invest
$20,000
Fee
0.75%
Franklin Templeton Profile Picture
Global Growth and Income
Franklin Templeton
Performance
arrow_downward -5.9%
365 days
Sharpe ratio
-0.75
Min invest
$100
Fee
0.10%
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
Performance
arrow_downward -6.0%
365 days
Sharpe ratio
-0.76
Min invest
$5,000
Fee
0.75%
Global X Profile Picture
Thematic Disruptors
Global X
Performance
arrow_downward -21.2%
365 days
Sharpe ratio
-0.76
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
Performance
arrow_downward -6.0%
365 days
Sharpe ratio
-0.79
Min invest
$100
Fee
0.10%
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
Performance
arrow_downward -6.0%
365 days
Sharpe ratio
-0.79
Min invest
$100
Fee
0.10%
FTSE Russell Profile Picture
Telecom
FTSE Russell
Performance
arrow_downward -11.1%
365 days
Sharpe ratio
-0.79
Min invest
$100
Fee
0.20%
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
Performance
arrow_downward -21.3%
365 days
Sharpe ratio
-0.90
Min invest
$10,000
Fee
0.75%
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
Performance
arrow_downward -14.9%
365 days
Sharpe ratio
-0.96
Min invest
$10,000
Fee
0.75%
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
Performance
arrow_downward -4.8%
365 days
Sharpe ratio
-1.05
Min invest
$20,000
Fee
0.75%
WisdomTree Profile Picture
Conservative
WisdomTree
Performance
arrow_downward -4.9%
365 days
Sharpe ratio
-1.23
Min invest
$100
Fee
0.10%
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
Performance
arrow_downward -5.0%
365 days
Sharpe ratio
-1.54
Min invest
$500
Fee
0.75%
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