Asset Allocation

As of May 10, 2021.
Type % Net % Long % Short
Cash 0.53% Upgrade Upgrade
Stock 9.49% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 89.98% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Region Exposure

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

Americas 100.0%
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 0.00%
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 --
Large --
Mid --
Small --
Micro --

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 May 10, 2021

Stock Sector Exposure

Cyclical
4.51%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
11.84%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
83.65%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of May 10, 2021