Asset Allocation

As of May 10, 2021.
Type % Net % Long % Short
Cash 1.14% Upgrade Upgrade
Stock 98.86% 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 0.67%
North America Upgrade
Latin America Upgrade
As of May 10, 2021. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 99.33%
United Kingdom Upgrade
Europe Developed Upgrade
Europe Emerging Upgrade
Africa/Middle East Upgrade
Greater Asia 0.00%
Japan Upgrade
Australasia Upgrade
Asia Developed Upgrade
Asia Emerging Upgrade

Market Capitalization

As of May 10, 2021
Giant Upgrade
Large Upgrade
Mid Upgrade
Small --
Micro --

Stock Style Exposure

Large Cap Value Upgrade
Large Cap Blend Upgrade
Large Cap Growth Upgrade
Mid Cap Value Upgrade
Mid Cap Blend Upgrade
Mid Cap Growth Upgrade
Small Cap Value Upgrade
Small Cap Blend Upgrade
Small Cap Growth Upgrade
As of May 10, 2021

Stock Sector Exposure

Cyclical
48.94%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
32.82%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
18.24%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of May 10, 2021