Grizzle Growth ETF

Shareclass
Grizzle Growth ETF (DARP)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Grizzle Growth ETF

FUND COVERAGE
# of holdings24
% of assets87%
Score
51 / 100
Rank

14.0 percentile

Group: U.S. Large Cap Equity

Rank: #1,259 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

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 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. Uber Technologies Inc
         % of fund invested: 1.46%
         $USD invested: $229,863
  • 2. Microsoft Corp
         % of fund invested: 3.35%
         $USD invested: $526,613
  • 3. Trane Technologies PLC Class A
         % of fund invested: 5.21%
         $USD invested: $819,684
  • 4. Meta Platforms Inc Class A
         % of fund invested: 4.08%
         $USD invested: $642,515
  • 5. Alphabet Inc Class A
         % of fund invested: 10%
         $USD invested: $1.59M
  • 6. Palo Alto Networks Inc
         % of fund invested: 1.08%
         $USD invested: $170,246
  • 7. GE Vernova Inc
         % of fund invested: 4.3%
         $USD invested: $676,422
  • 8. Ciena Corp
         % of fund invested: 1.7%
         $USD invested: $267,217
  • 9. Kinross Gold Corp
         % of fund invested: 1.22%
         $USD invested: $192,579
  • 10. Tesla Inc
         % of fund invested: 1.03%
         $USD invested: $162,535
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Vertiv Holdings Co Class A
         % of fund invested: 7.86%
         $USD invested: $1.24M
  • 2. NextEra Energy Inc
         % of fund invested: 1.36%
         $USD invested: $214,489
  • 3. Applied Materials Inc
         % of fund invested: 1.05%
         $USD invested: $165,501
  • 4. Coherent Corp
         % of fund invested: 3.14%
         $USD invested: $494,322
  • 5. Micron Technology Inc
         % of fund invested: 5.38%
         $USD invested: $847,193
  • 6. Range Resources Corp
         % of fund invested: 0.74%
         $USD invested: $117,031
  • 7. Antero Resources Corp
         % of fund invested: 0.54%
         $USD invested: $85,744
  • 8. Intel Corp
         % of fund invested: 0.62%
         $USD invested: $96,976
  • 9. Arista Networks Inc
         % of fund invested: 4.49%
         $USD invested: $707,082
  • 10. Apple Inc
         % of fund invested: 4.75%
         $USD invested: $748,114

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 Grizzle Growth ETF

Totals

Holdings
Assets
Weight
Prisons
4
$3.01M
19%
     Prisons high risk
1
$232,117
1.47%
     Private prisons
0
$0
0%
Borders
4
$3.01M
19%
     Borders high risk
1
$232,117
1.47%
Total
4
$3.01M
19%
Full fund results

Holdings — 4 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$1.59M
10%
Prisons
Borders :
$1.59M
10%
2.
Amazon.com Inc
Prisons
Borders
$667,453
4.24%
Prisons
Borders :
$667,453
4.24%
3.
Microsoft Corp
Prisons
Borders
$526,613
3.35%
Prisons
Borders :
$526,613
3.35%
4.
Axon Enterprise Inc
Prisons
Borders
$232,117
1.47%
Prisons
Borders :
$232,117
1.47%
More from Invest Your Values
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