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FTSE Russell Profile Picture
Energy
FTSE Russell
43.0%
365 days
Sharpe ratio: 1.21
Min investment
$100
Management fee
0.20%
Energy
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
5.7%
365 days
Sharpe ratio: 0.13
Min investment
$100
Management fee
0.20%
Utilities
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
1.4%
365 days
Sharpe ratio: -0.12
Min investment
$100
Management fee
0.20%
Consumer staples
Large and mid cap stocks
Learn more
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
1.3%
365 days
Sharpe ratio: -0.24
Min investment
$500
Management fee
0.75%
Active
Across a whole market cycle
Learn more
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
-16.9%
Since inception
Sharpe ratio: -
Min investment
$20,000
Management fee
0.75%
Global equity
Risk management focus
Learn more
FTSE Russell Profile Picture
Energy
FTSE Russell
43.0%
365 days
Sharpe ratio: 1.21
Min investment
$100
Management fee
0.20%
Energy
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
5.7%
365 days
Sharpe ratio: 0.13
Min investment
$100
Management fee
0.20%
Utilities
Large and mid cap stocks
Learn more
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
-14.3%
Since inception
Sharpe ratio: -
Min investment
$20,000
Management fee
0.75%
Global equity
balanced
Learn more
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
-16.9%
Since inception
Sharpe ratio: -
Min investment
$20,000
Management fee
0.75%
Global equity
Risk management focus
Learn more
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
1.4%
365 days
Sharpe ratio: -0.12
Min investment
$100
Management fee
0.20%
Consumer staples
Large and mid cap stocks
Learn more
IA SRI Profile Picture
Mindful Business Models
IA SRI
-7.5%
365 days
Sharpe ratio: -0.55
Min investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
IA SRI Profile Picture
Pure Water
IA SRI
-8.5%
365 days
Sharpe ratio: -0.59
Min investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA SRI Profile Picture
Ethical Leadership
IA SRI
-8.9%
365 days
Sharpe ratio: -0.58
Min investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA SRI Profile Picture
Ocean Life
IA SRI
-9.9%
365 days
Sharpe ratio: -0.67
Min investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA SRI Profile Picture
Land Health
IA SRI
-11.0%
365 days
Sharpe ratio: -0.71
Min investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
-14.3%
Since inception
Sharpe ratio: -
Min investment
$20,000
Management fee
0.75%
Global equity
balanced
Learn more
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
-16.9%
Since inception
Sharpe ratio: -
Min investment
$20,000
Management fee
0.75%
Global equity
Risk management focus
Learn more
Franklin Templeton Profile Picture
Global Growth and Income
Franklin Templeton
-16.1%
365 days
Sharpe ratio: -1.58
Min investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
Global X Profile Picture
Digital Innovation
Global X
-41.2%
365 days
Sharpe ratio: -1.40
Min investment
$100
Management fee
0.10%
Digital innovation
ETFs
Learn more
Global X Profile Picture
Equity Sector and Themes
Global X
-19.9%
365 days
Sharpe ratio: -1.06
Min investment
$100
Management fee
0.10%
Equity themes
ETFs
Learn more
Global X Profile Picture
Thematic Disruptors
Global X
-40.5%
365 days
Sharpe ratio: -1.42
Min investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
IA Smart Beta Profile Picture
Quality
IA Smart Beta
-12.6%
365 days
Sharpe ratio: -0.78
Min investment
$100
Management fee
0.08%
Large and mid cap quality stocks
Learn more
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
-16.3%
365 days
Sharpe ratio: -1.55
Min investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
-16.9%
365 days
Sharpe ratio: -1.68
Min investment
$100
Management fee
0.10%
Alternatives
Stocks and bonds
ETFs
Learn more
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
-14.6%
365 days
Sharpe ratio: -0.98
Min investment
$20,000
Management fee
1.50%
Fundamental analysis
Concentrated exposure
Learn more
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
-15.8%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Small cap value stocks
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
-12.5%
365 days
Sharpe ratio: -0.77
Min investment
$100
Management fee
0.08%
Large and mid cap value stocks
Learn more
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
-11.4%
365 days
Sharpe ratio: -0.57
Min investment
$500
Management fee
0.50%
Long term
Competitive advantage
Learn more
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
-34.2%
365 days
Sharpe ratio: -1.44
Min investment
$10,000
Management fee
1.50%
Fundamental analysis
Strategic advantages
Learn more
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
-33.0%
365 days
Sharpe ratio: -1.14
Min investment
$500
Management fee
1.50%
Aggressive
Identify mispriced large cap stocks
Learn more
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
-23.1%
365 days
Sharpe ratio: -0.95
Min investment
$1,000
Management fee
1.00%
Fundamental analysis
Small cap stocks and ADRs
Learn more
IA Smart Beta Profile Picture
Growth
IA Smart Beta
-22.0%
365 days
Sharpe ratio: -1.01
Min investment
$100
Management fee
0.08%
Large and mid cap growth stocks
Learn more
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
-7.6%
365 days
Sharpe ratio: -1.80
Min investment
$500
Management fee
0.75%
Low volatility
Bond ETFs
Small and mid cap stocks
Learn more
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
-7.6%
365 days
Sharpe ratio: -0.63
Min investment
$100
Management fee
0.20%
Large and mid cap growth stocks
Learn more
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
-7.4%
365 days
Sharpe ratio: -0.62
Min investment
$100
Management fee
0.20%
All cap growth stocks
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
-9.7%
365 days
Sharpe ratio: -0.73
Min investment
$100
Management fee
0.08%
Large and mid cap dividend stocks
Learn more
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-9.7%
365 days
Sharpe ratio: -0.82
Min investment
$5,000
Management fee
1.50%
Dividend stocks
The next decade and beyond
Learn more
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
-21.8%
365 days
Sharpe ratio: -1.01
Min investment
$1,000
Management fee
1.00%
Conservative
Large cap or stock buybacks
Learn more
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
-20.1%
365 days
Sharpe ratio: -0.93
Min investment
$50,000
Management fee
1.00%
Tactical investing
Domestic and international
Learn more
Franklin Templeton Profile Picture
Global Growth and Income
Franklin Templeton
-16.1%
365 days
Sharpe ratio: -1.58
Min investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
Global X Profile Picture
China Sector
Global X
-30.6%
365 days
Sharpe ratio: -1.09
Min investment
$100
Management fee
0.10%
New consumer led businesses
China
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
-7.4%
365 days
Sharpe ratio: -1.22
Min investment
$10,000
Management fee
1.00%
Global tactical strategy
Undervalued assets
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
-18.0%
365 days
Sharpe ratio: -1.22
Min investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
-17.9%
365 days
Sharpe ratio: -1.41
Min investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
IA SRI Profile Picture
Clean Air
IA SRI
-20.2%
365 days
Sharpe ratio: -1.05
Min investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
Learn more
IA SRI Profile Picture
Land Health
IA SRI
-11.0%
365 days
Sharpe ratio: -0.71
Min investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA SRI Profile Picture
Ocean Life
IA SRI
-9.9%
365 days
Sharpe ratio: -0.67
Min investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA SRI Profile Picture
Pure Water
IA SRI
-8.5%
365 days
Sharpe ratio: -0.59
Min investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
-18.6%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
-14.6%
365 days
Sharpe ratio: -0.83
Min investment
$100
Management fee
0.11%
Societal and workforce care
Diverse and equal
Learn more
IA SRI Profile Picture
Gender Equality
IA SRI
-14.8%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Gender parity
Recruiting and promotion of women
Learn more
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
-16.5%
365 days
Sharpe ratio: -0.93
Min investment
$100
Management fee
0.11%
Diverse and equal
LGBTQ focus
Learn more
IA SRI Profile Picture
Racial Equality
IA SRI
-14.1%
365 days
Sharpe ratio: -0.77
Min investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
Learn more
IA SRI Profile Picture
Company Transparency
IA SRI
-17.4%
365 days
Sharpe ratio: -1.05
Min investment
$100
Management fee
0.11%
Protect clients
Safety and labelling
Data security
Learn more
IA SRI Profile Picture
Customer Safety
IA SRI
-19.6%
365 days
Sharpe ratio: -1.01
Min investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
Learn more
IA SRI Profile Picture
Ethical Leadership
IA SRI
-8.9%
365 days
Sharpe ratio: -0.58
Min investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA SRI Profile Picture
Mindful Business Models
IA SRI
-7.5%
365 days
Sharpe ratio: -0.55
Min investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
IA SRI Profile Picture
ESG Broad Market
IA SRI
-15.8%
365 days
Sharpe ratio: -0.91
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA SRI Profile Picture
ESG Dividend
IA SRI
-12.1%
365 days
Sharpe ratio: -0.83
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap dividend stocks
Learn more
IA SRI Profile Picture
ESG Growth
IA SRI
-15.5%
365 days
Sharpe ratio: -0.89
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap growth stocks
Learn more
IA SRI Profile Picture
ESG Quality
IA SRI
-12.7%
365 days
Sharpe ratio: -0.85
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap quality stocks
Learn more
IA SRI Profile Picture
ESG Value
IA SRI
-14.1%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more
FTSE Russell Profile Picture
Industrials
FTSE Russell
-21.1%
365 days
Sharpe ratio: -1.10
Min investment
$100
Management fee
0.20%
Industrials
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
-24.6%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Telecom
FTSE Russell
-31.4%
365 days
Sharpe ratio: -1.81
Min investment
$100
Management fee
0.20%
Telecommunications
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
-16.1%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.20%
Large cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
5.7%
365 days
Sharpe ratio: 0.13
Min investment
$100
Management fee
0.20%
Utilities
Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
-17.8%
365 days
Sharpe ratio: -0.96
Min investment
$100
Management fee
0.08%
Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
-21.9%
365 days
Sharpe ratio: -0.99
Min investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
-23.1%
365 days
Sharpe ratio: -0.95
Min investment
$1,000
Management fee
1.00%
Fundamental analysis
Small cap stocks and ADRs
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
-21.9%
365 days
Sharpe ratio: -0.99
Min investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
-15.6%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.11%
Small and mid cap quality stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
-15.8%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Small cap value stocks
Learn more
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
-20.1%
365 days
Sharpe ratio: -0.84
Min investment
$30,000
Management fee
1.00%
Science and technology
Fundamental analysis
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
-24.6%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
Global X Profile Picture
Digital Innovation
Global X
-41.2%
365 days
Sharpe ratio: -1.40
Min investment
$100
Management fee
0.10%
Digital innovation
ETFs
Learn more
Global X Profile Picture
Thematic Disruptors
Global X
-40.5%
365 days
Sharpe ratio: -1.42
Min investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
FTSE Russell Profile Picture
Health Care
FTSE Russell
-7.0%
365 days
Sharpe ratio: -0.58
Min investment
$100
Management fee
0.20%
Medical and healthcare
Large and mid cap stocks
Learn more
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
-18.5%
365 days
Sharpe ratio: -1.03
Min investment
$500
Management fee
1.00%
Healthcare
Medical technology
Learn more
How can I invest in...

IA SRI Profile Picture
Mindful Business Models
IA SRI
-7.5%
365 days
Sharpe ratio: -0.55
Min investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
IA SRI Profile Picture
Pure Water
IA SRI
-8.5%
365 days
Sharpe ratio: -0.59
Min investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA SRI Profile Picture
Ethical Leadership
IA SRI
-8.9%
365 days
Sharpe ratio: -0.58
Min investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA SRI Profile Picture
Ocean Life
IA SRI
-9.9%
365 days
Sharpe ratio: -0.67
Min investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA SRI Profile Picture
Land Health
IA SRI
-11.0%
365 days
Sharpe ratio: -0.71
Min investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA SRI Profile Picture
Clean Air
IA SRI
-20.2%
365 days
Sharpe ratio: -1.05
Min investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
Learn more
IA SRI Profile Picture
Land Health
IA SRI
-11.0%
365 days
Sharpe ratio: -0.71
Min investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA SRI Profile Picture
Ocean Life
IA SRI
-9.9%
365 days
Sharpe ratio: -0.67
Min investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA SRI Profile Picture
Pure Water
IA SRI
-8.5%
365 days
Sharpe ratio: -0.59
Min investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
-18.6%
365 days
Sharpe ratio: -0.88
Min investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
-14.6%
365 days
Sharpe ratio: -0.83
Min investment
$100
Management fee
0.11%
Societal and workforce care
Diverse and equal
Learn more
IA SRI Profile Picture
Gender Equality
IA SRI
-14.8%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Gender parity
Recruiting and promotion of women
Learn more
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
-16.5%
365 days
Sharpe ratio: -0.93
Min investment
$100
Management fee
0.11%
Diverse and equal
LGBTQ focus
Learn more
IA SRI Profile Picture
Racial Equality
IA SRI
-14.1%
365 days
Sharpe ratio: -0.77
Min investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
Learn more
IA SRI Profile Picture
Company Transparency
IA SRI
-17.4%
365 days
Sharpe ratio: -1.05
Min investment
$100
Management fee
0.11%
Protect clients
Safety and labelling
Data security
Learn more
IA SRI Profile Picture
Customer Safety
IA SRI
-19.6%
365 days
Sharpe ratio: -1.01
Min investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
Learn more
IA SRI Profile Picture
Ethical Leadership
IA SRI
-8.9%
365 days
Sharpe ratio: -0.58
Min investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA SRI Profile Picture
Mindful Business Models
IA SRI
-7.5%
365 days
Sharpe ratio: -0.55
Min investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
IA SRI Profile Picture
ESG Broad Market
IA SRI
-15.8%
365 days
Sharpe ratio: -0.91
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA SRI Profile Picture
ESG Dividend
IA SRI
-12.1%
365 days
Sharpe ratio: -0.83
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap dividend stocks
Learn more
IA SRI Profile Picture
ESG Growth
IA SRI
-15.5%
365 days
Sharpe ratio: -0.89
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap growth stocks
Learn more
IA SRI Profile Picture
ESG Quality
IA SRI
-12.7%
365 days
Sharpe ratio: -0.85
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap quality stocks
Learn more
IA SRI Profile Picture
ESG Value
IA SRI
-14.1%
365 days
Sharpe ratio: -0.90
Min investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more

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Analytic Investment
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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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Franklin Templeton
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Global X
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Greenwich Wealth Management LLC
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IA SRI
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IA Smart Beta
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Lakeland Wealth Management
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Mott Capital Management, LLC
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Philadelphia Investment Partners
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Sera Capital Management
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Sizemore Capital
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Sparrow Capital Management
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Split Rock
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State Street Global Advisors
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Stoken Asset Management
${provider.name}
Stone Fox Capital
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WisdomTree
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Y H & C Investments
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FTSE Russell Profile Picture
Energy
FTSE Russell
Performance
43.0%
365 days
Sharpe ratio
1.21
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Utilities
FTSE Russell
Performance
5.7%
365 days
Sharpe ratio
0.13
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
Performance
1.4%
365 days
Sharpe ratio
-0.12
Min invest
$100
Fee
0.20%
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
Performance
1.3%
365 days
Sharpe ratio
-0.24
Min invest
$500
Fee
0.75%
IA SRI Profile Picture
Mindful Business Models
IA SRI
Performance
-7.5%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.11%
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
Performance
-11.4%
365 days
Sharpe ratio
-0.57
Min invest
$500
Fee
0.50%
IA SRI Profile Picture
Ethical Leadership
IA SRI
Performance
-8.9%
365 days
Sharpe ratio
-0.58
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Health Care
FTSE Russell
Performance
-7.0%
365 days
Sharpe ratio
-0.58
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Pure Water
IA SRI
Performance
-8.5%
365 days
Sharpe ratio
-0.59
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
Performance
-7.4%
365 days
Sharpe ratio
-0.62
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
Performance
-7.6%
365 days
Sharpe ratio
-0.63
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
Performance
-11.9%
365 days
Sharpe ratio
-0.63
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ocean Life
IA SRI
Performance
-9.9%
365 days
Sharpe ratio
-0.67
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Land Health
IA SRI
Performance
-11.0%
365 days
Sharpe ratio
-0.71
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
Performance
-9.7%
365 days
Sharpe ratio
-0.73
Min invest
$100
Fee
0.08%
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
Performance
-11.4%
365 days
Sharpe ratio
-0.74
Min invest
$5,000
Fee
1.00%
IA Smart Beta Profile Picture
Value
IA Smart Beta
Performance
-12.5%
365 days
Sharpe ratio
-0.77
Min invest
$100
Fee
0.08%
IA SRI Profile Picture
Racial Equality
IA SRI
Performance
-14.1%
365 days
Sharpe ratio
-0.77
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Quality
IA Smart Beta
Performance
-12.6%
365 days
Sharpe ratio
-0.78
Min invest
$100
Fee
0.08%
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
Performance
-9.7%
365 days
Sharpe ratio
-0.82
Min invest
$5,000
Fee
1.50%
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
Performance
-14.6%
365 days
Sharpe ratio
-0.83
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
ESG Dividend
IA SRI
Performance
-12.1%
365 days
Sharpe ratio
-0.83
Min invest
$100
Fee
0.11%
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
Performance
-20.1%
365 days
Sharpe ratio
-0.84
Min invest
$30,000
Fee
1.00%
IA SRI Profile Picture
ESG Quality
IA SRI
Performance
-12.7%
365 days
Sharpe ratio
-0.85
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
Performance
-15.6%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
Performance
-18.6%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Top 200
FTSE Russell
Performance
-16.1%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Technology
FTSE Russell
Performance
-24.6%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.20%
Split Rock Profile Picture
Equity Rotation
Split Rock
Performance
-14.9%
365 days
Sharpe ratio
-0.89
Min invest
$500
Fee
1.00%
IA SRI Profile Picture
ESG Growth
IA SRI
Performance
-15.5%
365 days
Sharpe ratio
-0.89
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
Performance
-15.8%
365 days
Sharpe ratio
-0.90
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Gender Equality
IA SRI
Performance
-14.8%
365 days
Sharpe ratio
-0.90
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
ESG Value
IA SRI
Performance
-14.1%
365 days
Sharpe ratio
-0.90
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Financial Services
FTSE Russell
Performance
-17.1%
365 days
Sharpe ratio
-0.90
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Broad Market
IA SRI
Performance
-15.8%
365 days
Sharpe ratio
-0.91
Min invest
$100
Fee
0.11%
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
Performance
-24.2%
365 days
Sharpe ratio
-0.92
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
Performance
-16.5%
365 days
Sharpe ratio
-0.93
Min invest
$100
Fee
0.11%
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
Performance
-20.1%
365 days
Sharpe ratio
-0.93
Min invest
$50,000
Fee
1.00%
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
Performance
-23.1%
365 days
Sharpe ratio
-0.95
Min invest
$1,000
Fee
1.00%
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
Performance
-17.2%
365 days
Sharpe ratio
-0.96
Min invest
$10,000
Fee
1.50%
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
Performance
-17.8%
365 days
Sharpe ratio
-0.96
Min invest
$100
Fee
0.08%
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
Performance
-14.6%
365 days
Sharpe ratio
-0.98
Min invest
$20,000
Fee
1.50%
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
Performance
-16.1%
365 days
Sharpe ratio
-0.99
Min invest
$100
Fee
0.11%
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
Performance
-21.9%
365 days
Sharpe ratio
-0.99
Min invest
$100
Fee
0.11%
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
-23.1%
365 days
Sharpe ratio
-0.99
Min invest
$20,000
Fee
1.00%
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
Performance
-18.3%
365 days
Sharpe ratio
-0.99
Min invest
$10,000
Fee
1.00%
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
Performance
-21.8%
365 days
Sharpe ratio
-1.01
Min invest
$1,000
Fee
1.00%
IA Smart Beta Profile Picture
Growth
IA Smart Beta
Performance
-22.0%
365 days
Sharpe ratio
-1.01
Min invest
$100
Fee
0.08%
IA SRI Profile Picture
Customer Safety
IA SRI
Performance
-19.6%
365 days
Sharpe ratio
-1.01
Min invest
$100
Fee
0.11%
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
Performance
-18.5%
365 days
Sharpe ratio
-1.03
Min invest
$500
Fee
1.00%
IA SRI Profile Picture
Company Transparency
IA SRI
Performance
-17.4%
365 days
Sharpe ratio
-1.05
Min invest
$100
Fee
0.11%
IA SRI Profile Picture
Clean Air
IA SRI
Performance
-20.2%
365 days
Sharpe ratio
-1.05
Min invest
$100
Fee
0.11%
Global X Profile Picture
Equity Sector and Themes
Global X
Performance
-19.9%
365 days
Sharpe ratio
-1.06
Min invest
$100
Fee
0.10%
FTSE Russell Profile Picture
Real Estate
FTSE Russell
Performance
-19.9%
365 days
Sharpe ratio
-1.07
Min invest
$100
Fee
0.20%
Global X Profile Picture
China Sector
Global X
Performance
-30.6%
365 days
Sharpe ratio
-1.09
Min invest
$100
Fee
0.10%
FTSE Russell Profile Picture
Industrials
FTSE Russell
Performance
-21.1%
365 days
Sharpe ratio
-1.10
Min invest
$100
Fee
0.20%
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
Performance
-26.1%
365 days
Sharpe ratio
-1.12
Min invest
$500
Fee
0.80%
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
Performance
-25.7%
365 days
Sharpe ratio
-1.12
Min invest
$100
Fee
0.11%
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
Performance
-33.0%
365 days
Sharpe ratio
-1.14
Min invest
$500
Fee
1.50%
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
Performance
-18.0%
365 days
Sharpe ratio
-1.22
Min invest
$100
Fee
0.10%
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
Performance
-7.4%
365 days
Sharpe ratio
-1.22
Min invest
$10,000
Fee
1.00%
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
Performance
-31.1%
365 days
Sharpe ratio
-1.26
Min invest
$500
Fee
1.00%
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
Performance
-35.0%
365 days
Sharpe ratio
-1.31
Min invest
$500
Fee
1.00%
Global X Profile Picture
Digital Innovation
Global X
Performance
-41.2%
365 days
Sharpe ratio
-1.40
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Aggressive
WisdomTree
Performance
-17.9%
365 days
Sharpe ratio
-1.41
Min invest
$100
Fee
0.10%
Global X Profile Picture
Thematic Disruptors
Global X
Performance
-40.5%
365 days
Sharpe ratio
-1.42
Min invest
$100
Fee
0.10%
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
Performance
-34.2%
365 days
Sharpe ratio
-1.44
Min invest
$10,000
Fee
1.50%
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
Performance
-16.3%
365 days
Sharpe ratio
-1.55
Min invest
$100
Fee
0.10%
Franklin Templeton Profile Picture
Global Growth and Income
Franklin Templeton
Performance
-16.1%
365 days
Sharpe ratio
-1.58
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Moderate
WisdomTree
Performance
-16.4%
365 days
Sharpe ratio
-1.65
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
Performance
-16.9%
365 days
Sharpe ratio
-1.68
Min invest
$100
Fee
0.10%
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
Performance
-7.6%
365 days
Sharpe ratio
-1.80
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Telecom
FTSE Russell
Performance
-31.4%
365 days
Sharpe ratio
-1.81
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Conservative
WisdomTree
Performance
-13.4%
365 days
Sharpe ratio
-2.57
Min invest
$100
Fee
0.10%

Recently added portfolios

These portfolios were added in the last 365 days and so we do not calculate the 365 day performance or Sharpe ratio for them.

Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
Performance
-16.9%
Since inception
Sharpe ratio
-
Min invest
$20,000
Fee
0.75%
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
Performance
-14.3%
Since inception
Sharpe ratio
-
Min invest
$20,000
Fee
0.75%
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