Explore our portfolios

We provide low-cost access to well-diversified portfolios using data from leading providers and a curated selection by investment managers with a mandate to pursue enhanced returns.

You can browse our portfolios by themes, or view a full list of all portfolios below. Here we highlight the 365-day performance. To see the performance over other time periods, click through to see the portfolio details and select the time period you are interested in on the performance chart.

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Atlas Capital
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Crabtree Asset Management
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Sharpe ratio: High to low expand_more
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Risk
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Performance
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Sharpe ratio
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Fee
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Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
Performance
arrow_upward 55.6%
365 days
Sharpe ratio
3.08
Min invest
$500
Fee
0.75%
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
Performance
arrow_upward 54.4%
365 days
Sharpe ratio
2.75
Min invest
$500
Fee
0.50%
FTSE Russell Profile Picture
Technology
FTSE Russell
Performance
arrow_upward 58.5%
365 days
Sharpe ratio
2.56
Min invest
$100
Fee
0.20%
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
Performance
arrow_upward 38.8%
365 days
Sharpe ratio
2.52
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Top 200
FTSE Russell
Performance
arrow_upward 35.2%
365 days
Sharpe ratio
2.30
Min invest
$100
Fee
0.20%
Split Rock Profile Picture
Equity Rotation
Split Rock
Performance
arrow_upward 30.2%
365 days
Sharpe ratio
1.99
Min invest
$500
Fee
0.75%
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
Performance
arrow_upward 41.7%
365 days
Sharpe ratio
1.94
Min invest
$50,000
Fee
0.75%
FTSE Russell Profile Picture
Financial Services
FTSE Russell
Performance
arrow_upward 34.2%
365 days
Sharpe ratio
1.78
Min invest
$100
Fee
0.20%
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
Performance
arrow_upward 41.1%
365 days
Sharpe ratio
1.76
Min invest
$1,000
Fee
0.75%
IA SRI Profile Picture
LGBTQ Inclusion
IA SRI
Performance
arrow_upward 30.5%
365 days
Sharpe ratio
1.72
Min invest
$100
Fee
0.20%
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
Performance
arrow_upward 25.0%
365 days
Sharpe ratio
1.67
Min invest
$500
Fee
0.75%
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
Performance
arrow_upward 27.4%
365 days
Sharpe ratio
1.66
Min invest
$10,000
Fee
0.75%
FTSE Russell Profile Picture
Industrials
FTSE Russell
Performance
arrow_upward 28.6%
365 days
Sharpe ratio
1.64
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
Performance
arrow_upward 27.3%
365 days
Sharpe ratio
1.52
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
Performance
arrow_upward 31.5%
365 days
Sharpe ratio
1.50
Min invest
$100
Fee
0.20%
Global X Profile Picture
Equity Sector and Themes
Global X
Performance
arrow_upward 25.4%
365 days
Sharpe ratio
1.49
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Aggressive
WisdomTree
Performance
arrow_upward 20.1%
365 days
Sharpe ratio
1.40
Min invest
$100
Fee
0.10%
IA SRI Profile Picture
Land Health
IA SRI
Performance
arrow_upward 23.0%
365 days
Sharpe ratio
1.33
Min invest
$100
Fee
0.20%
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
Performance
arrow_upward 22.0%
365 days
Sharpe ratio
1.29
Min invest
$100
Fee
0.10%
IA SRI Profile Picture
Racial Equality
IA SRI
Performance
arrow_upward 24.9%
365 days
Sharpe ratio
1.28
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Pure Water
IA SRI
Performance
arrow_upward 22.7%
365 days
Sharpe ratio
1.28
Min invest
$100
Fee
0.20%
Atlas Capital Profile Picture
Global Defensive Equity
Atlas Capital
Performance
arrow_upward 19.0%
365 days
Sharpe ratio
1.28
Min invest
$20,000
Fee
0.75%
IA SRI Profile Picture
Clean Air
IA SRI
Performance
arrow_upward 26.2%
365 days
Sharpe ratio
1.23
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Moderate
WisdomTree
Performance
arrow_upward 15.9%
365 days
Sharpe ratio
1.21
Min invest
$100
Fee
0.10%
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
Performance
arrow_upward 16.1%
365 days
Sharpe ratio
1.12
Min invest
$100
Fee
0.10%
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
Performance
arrow_upward 14.9%
365 days
Sharpe ratio
1.10
Min invest
$100
Fee
0.10%
Atlas Capital Profile Picture
Global Balanced Fund
Atlas Capital
Performance
arrow_upward 13.1%
365 days
Sharpe ratio
1.08
Min invest
$20,000
Fee
0.75%
IA Smart Beta Profile Picture
Growth
IA Smart Beta
Performance
arrow_upward 25.4%
365 days
Sharpe ratio
1.04
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Sustainable Product Lifecycle
IA SRI
Performance
arrow_upward 23.3%
365 days
Sharpe ratio
1.00
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Broad Market
IA SRI
Performance
arrow_upward 20.5%
365 days
Sharpe ratio
1.00
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ocean Life
IA SRI
Performance
arrow_upward 19.2%
365 days
Sharpe ratio
0.99
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Fair Labor & Thriving Communities
IA SRI
Performance
arrow_upward 20.5%
365 days
Sharpe ratio
0.99
Min invest
$100
Fee
0.20%
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
Performance
arrow_upward 22.6%
365 days
Sharpe ratio
0.95
Min invest
$1,000
Fee
0.75%
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
Performance
arrow_upward 17.1%
365 days
Sharpe ratio
0.91
Min invest
$500
Fee
0.75%
IA Smart Beta Profile Picture
Quality
IA Smart Beta
Performance
arrow_upward 21.1%
365 days
Sharpe ratio
0.88
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Value
IA Smart Beta
Performance
arrow_upward 22.5%
365 days
Sharpe ratio
0.86
Min invest
$100
Fee
0.20%
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
Performance
arrow_upward 22.6%
365 days
Sharpe ratio
0.86
Min invest
$30,000
Fee
0.75%
IA SRI Profile Picture
ESG Growth
IA SRI
Performance
arrow_upward 20.9%
365 days
Sharpe ratio
0.85
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Quality
IA SRI
Performance
arrow_upward 19.9%
365 days
Sharpe ratio
0.84
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Gender Equality
IA SRI
Performance
arrow_upward 17.6%
365 days
Sharpe ratio
0.82
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
Performance
arrow_upward 16.0%
365 days
Sharpe ratio
0.80
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Health Care
FTSE Russell
Performance
arrow_upward 15.3%
365 days
Sharpe ratio
0.80
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Dividend
IA SRI
Performance
arrow_upward 18.4%
365 days
Sharpe ratio
0.78
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
ESG Value
IA SRI
Performance
arrow_upward 19.9%
365 days
Sharpe ratio
0.76
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
Performance
arrow_upward 18.3%
365 days
Sharpe ratio
0.75
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
Performance
arrow_upward 18.1%
365 days
Sharpe ratio
0.74
Min invest
$100
Fee
0.20%
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
Performance
arrow_upward 10.7%
365 days
Sharpe ratio
0.67
Min invest
$5,000
Fee
0.75%
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
Performance
arrow_upward 13.5%
365 days
Sharpe ratio
0.66
Min invest
$5,000
Fee
0.75%
Global X Profile Picture
Digital Innovation
Global X
Performance
arrow_upward 19.6%
365 days
Sharpe ratio
0.61
Min invest
$100
Fee
0.10%
IA SRI Profile Picture
Customer Safety
IA SRI
Performance
arrow_upward 16.9%
365 days
Sharpe ratio
0.59
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Energy
FTSE Russell
Performance
arrow_upward 18.3%
365 days
Sharpe ratio
0.58
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Ethical Leadership
IA SRI
Performance
arrow_upward 14.1%
365 days
Sharpe ratio
0.48
Min invest
$100
Fee
0.20%
Global X Profile Picture
Thematic Disruptors
Global X
Performance
arrow_upward 16.5%
365 days
Sharpe ratio
0.48
Min invest
$100
Fee
0.10%
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
Performance
arrow_upward 17.3%
365 days
Sharpe ratio
0.47
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
Performance
arrow_upward 17.2%
365 days
Sharpe ratio
0.46
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
Performance
arrow_upward 12.9%
365 days
Sharpe ratio
0.45
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
Performance
arrow_upward 15.4%
365 days
Sharpe ratio
0.42
Min invest
$100
Fee
0.20%
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
Performance
arrow_upward 13.2%
365 days
Sharpe ratio
0.39
Min invest
$10,000
Fee
0.75%
IA SRI Profile Picture
Company Transparency
IA SRI
Performance
arrow_upward 10.8%
365 days
Sharpe ratio
0.35
Min invest
$100
Fee
0.20%
FTSE Russell Profile Picture
Telecom
FTSE Russell
Performance
arrow_upward 10.2%
365 days
Sharpe ratio
0.26
Min invest
$100
Fee
0.20%
IA SRI Profile Picture
Mindful Business Models
IA SRI
Performance
arrow_upward 8.9%
365 days
Sharpe ratio
0.20
Min invest
$100
Fee
0.20%
WisdomTree Profile Picture
Conservative
WisdomTree
Performance
arrow_upward 6.6%
365 days
Sharpe ratio
0.17
Min invest
$100
Fee
0.10%
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
Performance
arrow_upward 10.1%
365 days
Sharpe ratio
0.15
Min invest
$100
Fee
0.20%
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
Performance
arrow_upward 6.2%
365 days
Sharpe ratio
0.11
Min invest
$500
Fee
0.75%
FTSE Russell Profile Picture
Real Estate
FTSE Russell
Performance
arrow_upward 7.1%
365 days
Sharpe ratio
0.10
Min invest
$100
Fee
0.20%
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
Performance
arrow_upward 7.4%
365 days
Sharpe ratio
-0.01
Min invest
$100
Fee
0.20%
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
arrow_upward 6.1%
365 days
Sharpe ratio
-0.03
Min invest
$20,000
Fee
0.75%
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
Performance
arrow_upward 5.2%
365 days
Sharpe ratio
-0.03
Min invest
$100
Fee
0.20%
Cratus Capital LLC Profile Picture
Fixed Income
Cratus Capital LLC
Performance
arrow_upward 5.1%
365 days
Sharpe ratio
-0.24
Min invest
$100
Fee
0.50%
FTSE Russell Profile Picture
Utilities
FTSE Russell
Performance
arrow_upward 0.7%
365 days
Sharpe ratio
-0.35
Min invest
$100
Fee
0.20%
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
Performance
arrow_downward -13.0%
365 days
Sharpe ratio
-0.81
Min invest
$10,000
Fee
0.75%
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