Brookstone Value Stock ETF
Shareclass
Brookstone Value Stock ETF (BAMV)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brookstone Value Stock ETF
FUND COVERAGE
# of holdings30
% of assets100%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp3.64%$3.59M
- 2. PepsiCo Inc3.42%$3.37M
- 3. Johnson & Johnson3.67%$3.62M
- 4. Bristol-Myers Squibb Co3.39%$3.35M
- 5. Merck & Co Inc3.37%$3.32M
- 6. PayPal Holdings Inc3.24%$3.2M
- 7. Chevron Corp3.36%$3.32M
- 8. Workday Inc Class A3.32%$3.28M
- 9. Exxon Mobil Corp3.36%$3.31M
- 10. Equifax Inc2.81%$2.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A3.56%$3.51M
- 2. Berkshire Hathaway Inc Class B3.26%$3.22M
- 3. Charles Schwab Corp3.21%$3.16M
- 4. Digital Realty Trust Inc3.16%$3.12M
- 5. Qualcomm Inc3.9%$3.84M
- 6. General Dynamics Corp3.65%$3.6M
- 7. Advanced Micro Devices Inc4.81%$4.74M
- 8. The Walt Disney Co3.12%$3.07M
- 9. Fortive Corp3.34%$3.29M
- 10. Constellation Brands Inc Class A2.52%$2.48M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Brookstone Value Stock ETF
Totals
Holdings
Assets
Weight
Prisons
1
$3.22M
3.26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$13.94M
14%
Borders high risk
2
$7.35M
7.45%
Total
5
$17.15M
17%
Holdings — 5 flagged holdings
1.
Thermo Fisher Scientific Inc
:$3.82M
3.87%
2.
Lockheed Martin Corp
:$3.75M
3.8%
3.
General Dynamics Corp
:$3.6M
3.65%
4.
Berkshire Hathaway Inc Class B
$3.22M
3.26%
5.
Equifax Inc
:$2.77M
2.81%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Brookstone Value Stock ETF BAMV
Environment
Social
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