Asset Allocation

As of May 19, 2022.
Type % Net % Long % Short
Cash 0.47% Upgrade Upgrade
Stock 99.53% 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: 89.73% % Emerging Markets: 10.27%

Americas 52.62%
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Canada Upgrade
United States Upgrade
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Brazil Upgrade
Mexico Upgrade
As of May 19, 2022. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.60%
United Kingdom Upgrade
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Denmark Upgrade
France Upgrade
Germany Upgrade
Italy Upgrade
Netherlands Upgrade
Spain Upgrade
Switzerland Upgrade
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Greater Asia 18.78%
Japan Upgrade
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Australia Upgrade
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Singapore Upgrade
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China Upgrade

Market Capitalization

As of May 19, 2022
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
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 19, 2022

Stock Sector Exposure

Cyclical
0.00%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
60.17%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
39.83%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of May 19, 2022