MarketDesk Focused U.S. Momentum ETF

Shareclass
MarketDesk Focused U.S. Momentum ETF (FMTM)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund MarketDesk Focused U.S. Momentum ETF

FUND COVERAGE
# of holdings30
% of assets99%
Score
47 / 100
Rank

2.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,429 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

17 / 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. Citigroup Inc
         % of fund invested: 3.01%
         $USD invested: $1.36M
  • 2. AbbVie Inc
         % of fund invested: 3.06%
         $USD invested: $1.39M
  • 3. Cummins Inc
         % of fund invested: 3.23%
         $USD invested: $1.46M
  • 4. Doximity Inc Class A
         % of fund invested: 2.73%
         $USD invested: $1.24M
  • 5. Tapestry Inc
         % of fund invested: 3.12%
         $USD invested: $1.41M
  • 6. Alphabet Inc Class A
         % of fund invested: 3.5%
         $USD invested: $1.59M
  • 7. Ciena Corp
         % of fund invested: 4.17%
         $USD invested: $1.89M
  • 8. Medpace Holdings Inc
         % of fund invested: 3.63%
         $USD invested: $1.64M
  • 9. C.H. Robinson Worldwide Inc
         % of fund invested: 3.59%
         $USD invested: $1.63M
  • 10. Lam Research Corp
         % of fund invested: 3.8%
         $USD invested: $1.72M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Dillard's Inc Class A
         % of fund invested: 2.95%
         $USD invested: $1.34M
  • 2. Cognex Corp
         % of fund invested: 2.8%
         $USD invested: $1.27M
  • 3. Blackstone Inc
         % of fund invested: 2.57%
         $USD invested: $1.16M
  • 4. Evercore Inc Class A
         % of fund invested: 2.67%
         $USD invested: $1.21M
  • 5. The Carlyle Group Inc
         % of fund invested: 2.58%
         $USD invested: $1.17M
  • 6. Somnigroup International Inc
         % of fund invested: 2.96%
         $USD invested: $1.34M
  • 7. Jefferies Financial Group Inc
         % of fund invested: 2.47%
         $USD invested: $1.12M
  • 8. Lattice Semiconductor Corp
         % of fund invested: 3.17%
         $USD invested: $1.44M
  • 9. SoFi Technologies Inc Ordinary Shares
         % of fund invested: 3.28%
         $USD invested: $1.49M
  • 10. Western Digital Corp
         % of fund invested: 4.32%
         $USD invested: $1.96M

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 MarketDesk Focused U.S. Momentum ETF

Totals

Holdings
Assets
Weight
Prisons
1
$1.59M
3.5%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$2.76M
6.08%
     Borders high risk
1
$1.17M
2.58%
Total
2
$2.76M
6.08%
Full fund results

Holdings — 2 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$1.59M
3.5%
Prisons
Borders :
$1.59M
3.5%
2.
The Carlyle Group Inc
Borders
$1.17M
2.58%
Borders :
$1.17M
2.58%
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