AdvisorShares Gerber Kawasaki ETF

Shareclass
AdvisorShares Gerber Kawasaki ETF (GK)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund AdvisorShares Gerber Kawasaki ETF

FUND COVERAGE
# of holdings28
% of assets90%
Score
50 / 100
Rank

7.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,356 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. JPMorgan Chase & Co
         % of fund invested: 3.91%
         $USD invested: $1.11M
  • 2. Microsoft Corp
         % of fund invested: 5.11%
         $USD invested: $1.45M
  • 3. Trane Technologies PLC Class A
         % of fund invested: 4.54%
         $USD invested: $1.29M
  • 4. Walmart Inc
         % of fund invested: 2.96%
         $USD invested: $839,794
  • 5. Stryker Corp
         % of fund invested: 2.13%
         $USD invested: $605,608
  • 6. Meta Platforms Inc Class A
         % of fund invested: 2.74%
         $USD invested: $778,020
  • 7. International Business Machines Corp
         % of fund invested: 1.52%
         $USD invested: $430,374
  • 8. Alphabet Inc Class C
         % of fund invested: 6.48%
         $USD invested: $1.84M
  • 9. GE Vernova Inc
         % of fund invested: 3.66%
         $USD invested: $1.04M
  • 10. LPL Financial Holdings Inc
         % of fund invested: 2.46%
         $USD invested: $698,024
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 2.29%
         $USD invested: $650,734
  • 2. SoundHound AI Inc Ordinary Shares - Class A
         % of fund invested: 1.49%
         $USD invested: $422,880
  • 3. Kratos Defense & Security Solutions Inc
         % of fund invested: 4.79%
         $USD invested: $1.36M
  • 4. Blackstone Inc
         % of fund invested: 2.58%
         $USD invested: $733,200
  • 5. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.91%
         $USD invested: $543,010
  • 6. Broadcom Inc
         % of fund invested: 7.21%
         $USD invested: $2.05M
  • 7. Quanta Services Inc
         % of fund invested: 0.95%
         $USD invested: $269,478
  • 8. Flutter Entertainment PLC
         % of fund invested: 1.23%
         $USD invested: $348,885
  • 9. Amphenol Corp Class A
         % of fund invested: 0.81%
         $USD invested: $229,911
  • 10. The Home Depot Inc
         % of fund invested: 1.34%
         $USD invested: $379,590

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund AdvisorShares Gerber Kawasaki ETF

Totals

Holdings
Assets
Weight
Prisons
5
$5.63M
20%
     Prisons high risk
1
$642,166
2.26%
     Private prisons
0
$0
0%
Borders
4
$4.79M
17%
     Borders high risk
1
$642,166
2.26%
Total
5
$5.63M
20%
Full fund results

Holdings — 5 flagged holdings

1.
Alphabet Inc Class C
Prisons
Borders
$1.84M
6.48%
Prisons
Borders :
$1.84M
6.48%
2.
Microsoft Corp
Prisons
Borders
$1.45M
5.11%
Prisons
Borders :
$1.45M
5.11%
3.
Amazon.com Inc
Prisons
Borders
$854,770
3.01%
Prisons
Borders :
$854,770
3.01%
4.
Walmart Inc
Prisons
$839,794
2.96%
Prisons
$839,794
2.96%
5.
Axon Enterprise Inc
Prisons
Borders
$642,166
2.26%
Prisons
Borders :
$642,166
2.26%
More from Invest Your Values
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