Logan Capital Broad Innovative Growth ETF - Advisors Series Trust

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Logan Capital Broad Innovative Growth ETF (LCLG)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Logan Capital Broad Innovative Growth ETF - Advisors Series Trust

FUND COVERAGE
# of holdings57
% of assets98%
Score
49 / 100
Rank

5.2 percentile

Group: U.S. Large Cap Equity

Rank: #1,304 out of 1,373

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

6 / 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. Marriott International Inc/MD
         % of fund invested: 0.9%
         $USD invested: $872,750
  • 2. Mastercard Inc
         % of fund invested: 3.85%
         $USD invested: $3.74M
  • 3. Accenture PLC
         % of fund invested: 0.64%
         $USD invested: $625,617
  • 4. Logitech International SA
         % of fund invested: 0.61%
         $USD invested: $591,523
  • 5. General Electric Co
         % of fund invested: 1.01%
         $USD invested: $981,728
  • 6. Starbucks Corp
         % of fund invested: 0.97%
         $USD invested: $938,533
  • 7. American Express Co
         % of fund invested: 0.7%
         $USD invested: $683,914
  • 8. Meta Platforms Inc
         % of fund invested: 4.4%
         $USD invested: $4.27M
  • 9. Lululemon Athletica Inc
         % of fund invested: 0.29%
         $USD invested: $281,992
  • 10. Deckers Outdoor Corp
         % of fund invested: 1.02%
         $USD invested: $992,073
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc
         % of fund invested: 1.41%
         $USD invested: $1.36M
  • 2. AppLovin Corp
         % of fund invested: 4.54%
         $USD invested: $4.4M
  • 3. Sterling Infrastructure Inc
         % of fund invested: 1.25%
         $USD invested: $1.21M
  • 4. RH
         % of fund invested: 0.18%
         $USD invested: $176,958
  • 5. Cintas Corp
         % of fund invested: 2.03%
         $USD invested: $1.97M
  • 6. Trade Desk Inc/The
         % of fund invested: 0.37%
         $USD invested: $359,440
  • 7. Dick's Sporting Goods Inc
         % of fund invested: 2.49%
         $USD invested: $2.41M
  • 8. Coinbase Global Inc
         % of fund invested: 0.92%
         $USD invested: $892,493
  • 9. Fastenal Co
         % of fund invested: 2.97%
         $USD invested: $2.88M
  • 10. Celestica Inc
         % of fund invested: 0.88%
         $USD invested: $857,019

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 Logan Capital Broad Innovative Growth ETF - Advisors Series Trust

Totals

Holdings
Assets
Weight
Prisons
3.0
$10.68M
11%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
4.0
$11.31M
12%
     Borders high risk
0.0
$0
0%
Total
4.0
$11.31M
12%
Full fund results

Holdings — 4 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$3.99M
4.11%
Prisons
Borders :
$3.99M
4.11%
2.
Alphabet Inc
Prisons
Borders
$3.94M
4.06%
Prisons
Borders :
$3.94M
4.06%
3.
Alphabet Inc
Prisons
Borders
$2.75M
2.84%
Prisons
Borders :
$2.75M
2.84%
4.
Accenture PLC
Borders
$625,617
0.64%
Borders :
$625,617
0.64%
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