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LCLGLogan Capital Broad Innovative Growth ETF

Grow my money#2280 of 2944 for Grow my money

Seeks long-term capital appreciation.

Logan Capital · Since 2012 (13 years)

Annual Cost

0.90%

#4325 out of 5,332 ETFs

Fund Size

$90M

#2826 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

13 years

#1031 out of 5,332 ETFs

Performance

1 Year

+39.7%

3 Years

+28.5%

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
large
Focus
ESGGeneral Innovation

Asset allocation

Stocks
97.4%
Cash
2.7%

Sector breakdown

Technology
32.3%
Communication
19.4%
Industrials
18.6%
Consumer Cyclical
17.0%
Financial Services
7.3%
Healthcare
3.1%
Basic Materials
1.2%
Consumer Defensive
1.1%

Top holdings

KLA CorpKLAC5.6%
Amphenol Corp Class AAPH5.3%
Broadcom IncAVGO5.2%
Apple IncAAPL4.6%
Netflix IncNFLX4.3%
AppLovin Corp Ordinary Shares - Class AAPP4.1%
Amazon.com IncAMZN3.9%
Mastercard Inc Class AMA3.9%
Meta Platforms Inc Class AMETA3.8%
Alphabet Inc Class AGOOGL3.7%

Risk profile

Volatility (1Y)

19.0%

Moderate

Max drawdown

-25.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.16

Excellent risk-adjusted returns

Sortino (3Y)

1.71

Good downside protection

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Data updated on 2026-05-05