Asset Allocation

As of January 21, 2022.
Type % Net % Long % Short
Cash 0.00% Upgrade Upgrade
Stock 100.00% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Region Exposure

% Developed Markets: 100.0% % Emerging Markets: 0.00%

Americas 87.21%
North America Upgrade
Latin America Upgrade
As of January 21, 2022. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.58%
United Kingdom Upgrade
Europe Developed Upgrade
Europe Emerging Upgrade
Africa/Middle East Upgrade
Greater Asia 4.21%
Japan Upgrade
Australasia Upgrade
Asia Developed Upgrade
Asia Emerging Upgrade

Market Capitalization

As of January 21, 2022
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro Upgrade

Stock Style Exposure

Large Cap Value --
Large Cap Blend --
Large Cap Growth --
Mid Cap Value --
Mid Cap Blend --
Mid Cap Growth --
Small Cap Value --
Small Cap Blend --
Small Cap Growth --
No Data Available
As of January 21, 2022

Stock Sector Exposure

Cyclical
28.26%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
59.80%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
11.93%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of January 21, 2022