Brookstone Dividend Stock ETF

Shareclass
Brookstone Dividend Stock ETF (BAMD)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Brookstone Dividend Stock ETF

FUND COVERAGE
# of holdings30
% of assets99%
Score
58 / 100
Rank

100.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1 out of 1,085

Grade
A

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

29 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 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. General Mills Inc
         % of fund invested: 3.25%
         $USD invested: $3.2M
  • 2. Edison International
         % of fund invested: 3.51%
         $USD invested: $3.45M
  • 3. Ford Motor Co
         % of fund invested: 4.04%
         $USD invested: $3.98M
  • 4. The Hershey Co
         % of fund invested: 3.03%
         $USD invested: $2.98M
  • 5. Prudential Financial Inc
         % of fund invested: 3.44%
         $USD invested: $3.38M
  • 6. Verizon Communications Inc
         % of fund invested: 3.12%
         $USD invested: $3.08M
  • 7. Altria Group Inc
         % of fund invested: 3.06%
         $USD invested: $3.01M
  • 8. Kimberly-Clark Corp
         % of fund invested: 3.08%
         $USD invested: $3.04M
  • 9. American Electric Power Co Inc
         % of fund invested: 3.6%
         $USD invested: $3.54M
  • 10. AT&T Inc
         % of fund invested: 3.01%
         $USD invested: $2.97M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Extra Space Storage Inc
         % of fund invested: 3.32%
         $USD invested: $3.27M
  • 2. Kinder Morgan Inc Class P
         % of fund invested: 3.17%
         $USD invested: $3.12M
  • 3. Realty Income Corp
         % of fund invested: 3.44%
         $USD invested: $3.38M
  • 4. U.S. Bancorp
         % of fund invested: 3.57%
         $USD invested: $3.52M
  • 5. Truist Financial Corp
         % of fund invested: 3.51%
         $USD invested: $3.45M
  • 6. KeyCorp
         % of fund invested: 3.36%
         $USD invested: $3.31M
  • 7. The Kraft Heinz Co
         % of fund invested: 3.09%
         $USD invested: $3.04M
  • 8. Crown Castle Inc
         % of fund invested: 2.87%
         $USD invested: $2.83M
  • 9. Healthpeak Properties Inc
         % of fund invested: 3.5%
         $USD invested: $3.44M
  • 10. WEC Energy Group Inc
         % of fund invested: 3.42%
         $USD invested: $3.37M

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 Brookstone Dividend Stock ETF

Totals

Holdings
Assets
Weight
Prisons
1
$3.98M
4.04%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$6.94M
7.05%
     Borders high risk
0
$0
0%
Total
2
$6.94M
7.05%
Full fund results

Holdings — 2 flagged holdings

1.
Ford Motor Co
Prisons
Borders
$3.98M
4.04%
Prisons
Borders :
$3.98M
4.04%
2.
AT&T Inc
Borders
$2.97M
3.01%
Borders :
$2.97M
3.01%
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