Intelligent Alpha Atlas ETF

Shareclass
Intelligent Alpha Atlas ETF (GPT)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Intelligent Alpha Atlas ETF

FUND COVERAGE
# of holdings58
% of assets84%
Score
50 / 100
Rank

8.6 percentile

Group: U.S. Large Cap Equity

Rank: #1,337 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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. Procter & Gamble Co
         % of fund invested: 0.58%
         $USD invested: $118,642
  • 2. Philip Morris International Inc
         % of fund invested: 1.44%
         $USD invested: $293,423
  • 3. PepsiCo Inc
         % of fund invested: 0.59%
         $USD invested: $119,356
  • 4. Microsoft Corp
         % of fund invested: 3.73%
         $USD invested: $759,109
  • 5. Coca-Cola Co
         % of fund invested: 1.18%
         $USD invested: $241,426
  • 6. GE Aerospace
         % of fund invested: 5.11%
         $USD invested: $1.04M
  • 7. Hewlett Packard Enterprise Co
         % of fund invested: 1.74%
         $USD invested: $355,506
  • 8. Freeport-McMoRan Inc
         % of fund invested: 1.1%
         $USD invested: $224,346
  • 9. Walmart Inc
         % of fund invested: 0.76%
         $USD invested: $154,704
  • 10. Koninklijke Ahold Delhaize NV ADR
         % of fund invested: 0.46%
         $USD invested: $93,043
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Steel Dynamics Inc
         % of fund invested: 1.11%
         $USD invested: $225,165
  • 2. Central Japan Railway Co ADR
         % of fund invested: 0.79%
         $USD invested: $160,746
  • 3. SentinelOne Inc Class A
         % of fund invested: 1.52%
         $USD invested: $309,912
  • 4. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.5%
         $USD invested: $305,715
  • 5. Suzuki Motor Corp ADR
         % of fund invested: 2.34%
         $USD invested: $477,661
  • 6. Fanuc Corp ADR
         % of fund invested: 1.2%
         $USD invested: $244,857
  • 7. Nippon Steel Corp ADR
         % of fund invested: 0.92%
         $USD invested: $186,753
  • 8. AeroVironment Inc
         % of fund invested: 2%
         $USD invested: $407,641
  • 9. BWX Technologies Inc
         % of fund invested: 1.85%
         $USD invested: $377,449
  • 10. TDK Corp ADR
         % of fund invested: 1.85%
         $USD invested: $377,919

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 Intelligent Alpha Atlas ETF

Totals

Holdings
Assets
Weight
Prisons
5
$1.59M
7.81%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
5
$1.99M
9.78%
     Borders high risk
2
$355,850
1.75%
Total
8
$2.36M
12%
Full fund results

Holdings — 8 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$759,109
3.73%
Prisons
Borders :
$759,109
3.73%
2.
Alphabet Inc Class A
Prisons
Borders
$470,431
2.31%
Prisons
Borders :
$470,431
2.31%
3.
AeroVironment Inc
Borders
$407,641
2%
Borders :
$407,641
2%
4.
L3Harris Technologies Inc
Borders
$222,029
1.09%
Borders :
$222,029
1.09%
5.
Walmart Inc
Prisons
$154,704
0.76%
Prisons
$154,704
0.76%
6.
General Dynamics Corp
Borders
$133,821
0.66%
Borders :
$133,821
0.66%
7.
Costco Wholesale Corp
Prisons
$113,931
0.56%
Prisons
$113,931
0.56%
8.
Archer-Daniels-Midland Co
Prisons
$93,761
0.46%
Prisons
$93,761
0.46%
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