Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.15%
Stock 96.77%
Bond 1.04%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of June 30, 2025
Large 0.00%
Mid 0.15%
Small 99.85%
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Region Exposure

% Developed Markets: 97.49%    % Emerging Markets: 0.80%    % Unidentified Markets: 1.72%

Americas 96.03%
95.72%
Canada 1.12%
United States 94.60%
0.30%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.26%
United Kingdom 0.22%
0.47%
Ireland 0.06%
Switzerland 0.41%
0.00%
1.57%
Israel 1.08%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.72%

Stock Sector Exposure

Cyclical
27.41%
Materials
4.19%
Consumer Discretionary
5.53%
Financials
15.85%
Real Estate
1.83%
Sensitive
49.62%
Communication Services
2.81%
Energy
5.50%
Industrials
23.66%
Information Technology
17.66%
Defensive
20.23%
Consumer Staples
1.89%
Health Care
18.12%
Utilities
0.22%
Not Classified
2.74%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.74%
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