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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
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Stone Fox Capital
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WisdomTree
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Y H & C Investments
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Sharpe ratio: High to low
Portfolio name: A to Z
Portfolio name: Z to A
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Sharpe ratio: High to low
Sharpe ratio: Low to high
Min invest: High to low
Min invest: Low to high
Fees: High to low
Fees: Low to high
Portfolio name
Risk
Performance
Sharpe ratio
Min invest
Fee
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%

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

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