Asset Allocation

As of June 30, 2025.
Type % Net
Cash 4.07%
Stock 95.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 0.01%
Mid 0.28%
Small 99.71%
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Region Exposure

% Developed Markets: 95.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.07%

Americas 88.33%
83.02%
Canada 0.03%
United States 82.99%
5.31%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.59%
United Kingdom 1.90%
5.69%
Ireland 5.69%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.07%

Stock Sector Exposure

Cyclical
47.83%
Materials
6.27%
Consumer Discretionary
7.09%
Financials
28.38%
Real Estate
6.09%
Sensitive
30.72%
Communication Services
0.00%
Energy
6.86%
Industrials
12.14%
Information Technology
11.71%
Defensive
21.45%
Consumer Staples
7.36%
Health Care
9.22%
Utilities
4.87%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available