Miller Value Partners Appreciation ETF - Advisor Managed Portfolios

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Miller Value Partners Appreciation ETF (MVPA)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Miller Value Partners Appreciation ETF - Advisor Managed Portfolios

FUND COVERAGE
# of holdings24
% of assets78%
Score
48 / 100
Rank

81.3 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #196 out of 1,038

Grade
A

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

25 / 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. PayPal Holdings Inc
         % of fund invested: 2.01%
         $USD invested: $1.32M
  • 2. Pinterest Inc
         % of fund invested: 6.09%
         $USD invested: $4.01M
  • 3. Crocs Inc
         % of fund invested: 4.99%
         $USD invested: $3.29M
  • 4. Ziff Davis Inc
         % of fund invested: 3.68%
         $USD invested: $2.42M
  • 5. Airbnb Inc
         % of fund invested: 3.4%
         $USD invested: $2.24M
  • 6. Alphabet Inc
         % of fund invested: 5.78%
         $USD invested: $3.81M
  • 7. Bread Financial Holdings Inc
         % of fund invested: 4.22%
         $USD invested: $2.78M
  • 8. Western Alliance Bancorp
         % of fund invested: 1.87%
         $USD invested: $1.23M
  • 9. TechnipFMC PLC
         % of fund invested: 3.78%
         $USD invested: $2.49M
  • 10. Viatris Inc
         % of fund invested: 0.59%
         $USD invested: $388,327
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Strategy Inc
         % of fund invested: 3.03%
         $USD invested: $2M
  • 2. Coupang Inc
         % of fund invested: 2.26%
         $USD invested: $1.49M
  • 3. Shift4 Payments Inc
         % of fund invested: 3.55%
         $USD invested: $2.34M
  • 4. SharkNinja Inc
         % of fund invested: 1%
         $USD invested: $658,083
  • 5. Jackson Financial Inc
         % of fund invested: 3.49%
         $USD invested: $2.3M
  • 6. Maplebear Inc
         % of fund invested: 3.73%
         $USD invested: $2.45M
  • 7. Builders FirstSource Inc
         % of fund invested: 3.05%
         $USD invested: $2.01M
  • 8. Lincoln National Corp
         % of fund invested: 5.53%
         $USD invested: $3.64M
  • 9. MercadoLibre Inc
         % of fund invested: 3.01%
         $USD invested: $1.98M
  • 10. Masterbrand Inc
         % of fund invested: 2%
         $USD invested: $1.32M

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 Miller Value Partners Appreciation ETF - Advisor Managed Portfolios

Totals

Holdings
Assets
Weight
Prisons
1.0
$3.81M
5.78%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$3.81M
5.78%
     Borders high risk
0.0
$0
0%
Total
1.0
$3.81M
5.78%
Full fund results

Holdings — 1 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$3.81M
5.78%
Prisons
Borders :
$3.81M
5.78%
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