US Vegan Climate ETF is a passively managed vehicle offering exposure to "an animal-friendly and climate-conscious portfolio." With 260 equities in the portfolio, VEGN has around 65% of the net assets deployed to IT, sporting a 24.1% weighted average forward revenue growth rate. VEGN has beaten SUSA, ESGU, and IVV since September 2019, though delivering a deep maximum drawdown and high downside capture ratio.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 595 | $25,773.76 | $45,698.97 | $19,925.21 | 77.31% |
| JL James Langer Redmont Wealth Advisors LLC | 4,281 | $200,650.47 | $331,670.47 | $131,020 | 65.3% |
| PIL PFG Investments LLC PFG Investments LLC | 5,519 | $249,337.3 | $420,216.66 | $170,879.36 | 68.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 24,239 | $1.25M | $1.84M | $590,144.54 | 47.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 125 | $7,159 | $9,418.75 | $2,259.75 | 31.57% |
| BATS Exchange | US Country |
The fund is a financial product that aims to mirror the performance of the Solactive U.S. Large Cap Index, which is comprised of approximately 500 of the largest U.S.-listed companies. This endeavor is achieved through the fund's investment in all of the component securities that make up the index, adhering closely to the same proportions. In terms of its asset allocation, the fund is committed to investing at least 80% of its net assets, in addition to any borrowings for investment purposes, in securities that primarily trade in the U.S. market. This strategy ensures that the fund's performance closely tracks that of the Solactive U.S. Large Cap Index, making it an attractive option for investors looking to gain exposure to the U.S. large-cap market segment.
This product is designed for investors seeking to replicate the performance of the Solactive U.S. Large Cap Index, which includes around 500 of the largest U.S.-listed companies. By investing in all of the index's constituent securities in proportions similar to those found in the index itself, the fund aims to closely match the index's return and performance characteristics. This product is ideal for those looking to invest in a broad cross-section of leading U.S. companies.
The fund provides investors with exposure to the U.S. large-cap equity market by maintaining at least 80% of its net assets in securities that are primarily traded in the U.S. This high level of investment in the U.S. market allows the fund to capture the growth and performance of large U.S. companies, making it a suitable option for investors aiming to benefit from the performance of these companies while diversifying their investment portfolio.