Alpha Brands Consumption Leaders ETF

Shareclass

Alpha Brands Consumption Leaders ETF (LOGO)

Type

Exchange-traded fund

Manager

Accuvest Global Advisors

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

96.3

percentile

Universe: Groups

Group: U.S. Small/Mid Cap Equity

Ranking: 42 out of 1,108 funds

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Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Alpha Brands Consumption Leaders ETF LOGO

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Marriott International Inc Class A
0.89% of assets
$180,045 invested
2. Hermes International SA ADR
0.84% of assets
$169,715 invested
3. Uber Technologies Inc
2.73% of assets
$551,590 invested
4. Colgate-Palmolive Co
2.54% of assets
$512,131 invested
5. The Goldman Sachs Group Inc
2.26% of assets
$457,206 invested
6. SAP SE ADR
2.62% of assets
$528,526 invested
7. Microsoft Corp
4.63% of assets
$934,633 invested
8. Coca-Cola Co
2.53% of assets
$511,806 invested
9. American Express Co
1.38% of assets
$279,108 invested
10. Intuit Inc
0.95% of assets
$191,394 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Shopify Inc Registered Shs -A- Subord Vtg
0.99% of assets
$198,979 invested
2. Brookfield Corp Registered Shs -A- Limited Vtg
1.27% of assets
$257,049 invested
3. Blackstone Inc
2.28% of assets
$460,407 invested
4. AppLovin Corp Ordinary Shares - Class A
2.01% of assets
$405,743 invested
5. O'Reilly Automotive Inc
2.56% of assets
$517,256 invested
6. DraftKings Inc Ordinary Shares - Class A
0.9% of assets
$182,540 invested
7. Coinbase Global Inc Ordinary Shares - Class A
0.49% of assets
$98,137 invested
8. D.R. Horton Inc
0.87% of assets
$175,073 invested
9. MercadoLibre Inc
2.69% of assets
$543,635 invested
10. Take-Two Interactive Software Inc
0.92% of assets
$185,537 invested

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Financial performance

Performance data provided by

Find more financial data on LOGO at Morningstar.com

Gender Equality and Returns

Less than one year of returns available

Benchmarking tool

Current fund

LOGO

Alpha Brands Consumption Leaders ETF

Family

Accuvest Global Advisors

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LOGO

Alpha Brands Consumption Leaders ETF

Family

Accuvest Global Advisors

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LOGO

Alpha Brands Consumption Leaders ETF

Family

Accuvest Global Advisors

Category

Mid-Cap Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/25

Less than one year of returns available

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 6/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
LOGO - Alpha Brands Consumption Leaders ETF

52 / 100 points

Benchmark

15%

20%

17%

14%

55 / 100 points

Fund compared to benchmark

Less than one year of returns available

3 / 100 points lower

Find more financial data on LOGO at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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