Logan Capital Broad Innovative Growth ETF

Shareclass
Logan Capital Broad Innovative Gr 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

FUND COVERAGE
# of holdings57
% of assets98%
Score
48 / 100
Rank

4.1 percentile

Group: U.S. Large Cap Equity

Rank: #1,403 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

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 Class A
         % of fund invested: 0.74%
         $USD invested: $688,452
  • 2. Mastercard Inc Class A
         % of fund invested: 3.95%
         $USD invested: $3.66M
  • 3. Accenture PLC Class A
         % of fund invested: 0.61%
         $USD invested: $568,978
  • 4. Logitech International SA
         % of fund invested: 0.86%
         $USD invested: $793,646
  • 5. Zoetis Inc Class A
         % of fund invested: 0.4%
         $USD invested: $366,133
  • 6. GE Aerospace
         % of fund invested: 1.02%
         $USD invested: $945,387
  • 7. Starbucks Corp
         % of fund invested: 0.85%
         $USD invested: $788,078
  • 8. Electronic Arts Inc
         % of fund invested: 1.33%
         $USD invested: $1.23M
  • 9. Meta Platforms Inc Class A
         % of fund invested: 3.65%
         $USD invested: $3.39M
  • 10. Lululemon Athletica Inc
         % of fund invested: 0.28%
         $USD invested: $263,655
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 1.14%
         $USD invested: $1.06M
  • 2. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 6.12%
         $USD invested: $5.68M
  • 3. Sterling Infrastructure Inc
         % of fund invested: 1.31%
         $USD invested: $1.22M
  • 4. RH Class A
         % of fund invested: 0.16%
         $USD invested: $148,686
  • 5. Cintas Corp
         % of fund invested: 1.95%
         $USD invested: $1.8M
  • 6. The Trade Desk Inc Class A
         % of fund invested: 0.61%
         $USD invested: $568,415
  • 7. Dick's Sporting Goods Inc
         % of fund invested: 2.72%
         $USD invested: $2.52M
  • 8. Coinbase Global Inc Ordinary Shares - Class A
         % of fund invested: 1.62%
         $USD invested: $1.5M
  • 9. Fastenal Co
         % of fund invested: 1.89%
         $USD invested: $1.75M
  • 10. Celestica Inc Ordinary Shares (Subordinate Voting)
         % of fund invested: 1.08%
         $USD invested: $1M

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

Totals

Holdings
Assets
Weight
Prisons
3
$9.2M
9.93%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$9.77M
11%
     Borders high risk
0
$0
0%
Total
4
$9.77M
11%
Full fund results

Holdings — 4 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$3.89M
4.19%
Prisons
Borders :
$3.89M
4.19%
2.
Alphabet Inc Class A
Prisons
Borders
$3.13M
3.37%
Prisons
Borders :
$3.13M
3.37%
3.
Alphabet Inc Class C
Prisons
Borders
$2.19M
2.36%
Prisons
Borders :
$2.19M
2.36%
4.
Accenture PLC Class A
Borders
$568,978
0.61%
Borders :
$568,978
0.61%
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