Tremblant Global ETF - Managed Portfolio Series

Shareclass
Tremblant Global ETF (TOGA)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Tremblant Global ETF - Managed Portfolio Series

FUND COVERAGE
# of holdings34
% of assets100%
Score
42 / 100
Rank

3.5 percentile

Group: International Equity

Rank: #1,006 out of 1,040

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

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

6 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 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. Mastercard Inc
         % of fund invested: 1.7%
         $USD invested: $3.27M
  • 2. Uber Technologies Inc
         % of fund invested: 3.37%
         $USD invested: $6.48M
  • 3. Affirm Holdings Inc
         % of fund invested: 1.49%
         $USD invested: $2.86M
  • 4. Visa Inc
         % of fund invested: 1.7%
         $USD invested: $3.27M
  • 5. DoorDash Inc
         % of fund invested: 4.11%
         $USD invested: $7.91M
  • 6. Progressive Corp/The
         % of fund invested: 2.39%
         $USD invested: $4.61M
  • 7. Estee Lauder Cos Inc/The
         % of fund invested: 2.49%
         $USD invested: $4.8M
  • 8. Grab Holdings Ltd
         % of fund invested: 5.22%
         $USD invested: $10.05M
  • 9. Wyndham Hotels & Resorts Inc
         % of fund invested: 3.58%
         $USD invested: $6.9M
  • 10. Amazon.com Inc
         % of fund invested: 2.81%
         $USD invested: $5.42M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 3.91%
         $USD invested: $7.53M
  • 2. Shopify Inc
         % of fund invested: 3.21%
         $USD invested: $6.18M
  • 3. nCino Inc
         % of fund invested: 2.18%
         $USD invested: $4.2M
  • 4. Varonis Systems Inc
         % of fund invested: 3.2%
         $USD invested: $6.16M
  • 5. Roku Inc
         % of fund invested: 2.63%
         $USD invested: $5.06M
  • 6. Wingstop Inc
         % of fund invested: 4.23%
         $USD invested: $8.15M
  • 7. Reddit Inc
         % of fund invested: 1.97%
         $USD invested: $3.8M
  • 8. Evercore Inc
         % of fund invested: 2.59%
         $USD invested: $4.98M
  • 9. Coupang Inc
         % of fund invested: 3.6%
         $USD invested: $6.92M
  • 10. Match Group Inc
         % of fund invested: 2.32%
         $USD invested: $4.46M

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 Tremblant Global ETF - Managed Portfolio Series

Totals

Holdings
Assets
Weight
Prisons
1.0
$5.42M
2.81%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$5.42M
2.81%
     Borders high risk
0.0
$0
0%
Total
1.0
$5.42M
2.81%
Full fund results

Holdings — 1 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$5.42M
2.81%
Prisons
Borders :
$5.42M
2.81%
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