| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 11,990 | $310,181.3 | $326,727.5 | $16,546.2 | 5.33% |
James Rankin Modern Wealth Management, LLC | 46,684 | $1.09M | $1.27M | $177,460.27 | 16.26% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 162,505 | $3.93M | $4.35M | $413,803.85 | 10.53% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 60,833 | $1.57M | $1.63M | $59,007.78 | 3.75% |
| NASDAQ (NMS) Exchange | US Country |
The Brown Advisory Sustainable Growth ETF is focused on delivering results that surpass traditional market benchmarks. By employing a bottom-up, fundamentally-driven investment strategy, the ETF strategically incorporates sustainability factors into every stage of the due diligence and investment decision-making process. This commitment to sustainability not only aims to generate superior financial returns but also promotes responsible investing practices that are increasingly sought after in today’s financial landscape.
This exchange-traded fund invests in companies that prioritize sustainable growth, actively selecting those firms that demonstrate strong fundamentals and a commitment to environmentally and socially responsible practices. The ETF aims to achieve both competitive returns and a positive impact on society and the environment.
Brown Advisory offers in-depth research and analysis focused on identifying investment opportunities that align with sustainability principles. This research forms the backbone of the ETF's investment decisions, ensuring that every potential investment is scrutinized not only for its financial merit but also for its ethical and sustainability attributes.
The firm provides advisory services tailored to individuals and institutions seeking to integrate sustainable investing strategies into their portfolios. Utilizing their expertise in sustainability, Brown Advisory assists clients in aligning their investment choices with their values and strategic objectives.
Brown Advisory emphasizes the importance of sustainability literacy for investors. They offer a variety of educational materials, including webinars, reports, and articles, to inform clients and the public about sustainable investing trends, strategies, and the importance of integrating environmental, social, and governance (ESG) factors into investment decision-making.