Asset Allocation

As of March 24, 2023.
Type % Net % Long % Short
Cash 0.83% Upgrade Upgrade
Stock 99.17% 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: 90.09% % Emerging Markets: 9.91%

Americas 64.54%
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Canada Upgrade
United States Upgrade
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Brazil Upgrade
Colombia Upgrade
As of March 24, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.49%
United Kingdom Upgrade
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Austria Upgrade
Finland Upgrade
France Upgrade
Greece Upgrade
Italy Upgrade
Norway Upgrade
Portugal Upgrade
Spain Upgrade
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Poland Upgrade
Russia Upgrade
Turkey Upgrade
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Israel Upgrade
Saudi Arabia Upgrade
South Africa Upgrade
United Arab Emirates Upgrade
Greater Asia 10.97%
Japan Upgrade
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Australia Upgrade
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Hong Kong Upgrade
South Korea Upgrade
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China Upgrade
India Upgrade
Indonesia Upgrade
Malaysia Upgrade
Pakistan Upgrade
Philippines Upgrade
Thailand Upgrade

Market Capitalization

As of March 24, 2023
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro Upgrade

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 March 24, 2023

Stock Sector Exposure

Cyclical
0.18%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
99.82%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
0.00%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of March 24, 2023