Asset Allocation

As of March 23, 2023.
Type % Net % Long % Short
Cash 0.37% Upgrade Upgrade
Stock 99.63% 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: 60.55% % Emerging Markets: 39.45%

Americas 24.58%
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Canada Upgrade
United States Upgrade
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Brazil Upgrade
Chile Upgrade
Colombia Upgrade
Mexico Upgrade
As of March 22, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.10%
United Kingdom Upgrade
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Belgium Upgrade
Denmark Upgrade
Finland Upgrade
France Upgrade
Germany Upgrade
Italy Upgrade
Netherlands Upgrade
Norway Upgrade
Spain Upgrade
Sweden Upgrade
Switzerland Upgrade
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Egypt Upgrade
Israel Upgrade
Greater Asia 45.32%
Japan Upgrade
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Australia Upgrade
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Hong Kong Upgrade
South Korea Upgrade
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India Upgrade

Market Capitalization

As of March 23, 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
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Small Cap Growth Upgrade
As of March 23, 2023

Stock Sector Exposure

Cyclical
48.84%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
32.37%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
18.79%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of March 22, 2023