Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.60%
Stock 95.32%
Bond 0.00%
Convertible 0.00%
Preferred 1.09%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 71.25%
Mid 11.18%
Small 17.57%
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Region Exposure

% Developed Markets: 96.81%    % Emerging Markets: 0.87%    % Unidentified Markets: 2.32%

Americas 81.80%
80.93%
United States 80.93%
0.87%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.49%
United Kingdom 0.00%
9.47%
Netherlands 5.87%
0.00%
1.01%
Israel 1.01%
Greater Asia 5.39%
Japan 0.00%
0.00%
5.39%
Singapore 3.35%
Taiwan 2.04%
0.00%
Unidentified Region 2.32%

Stock Sector Exposure

Cyclical
10.29%
Materials
0.00%
Consumer Discretionary
9.54%
Financials
0.76%
Real Estate
0.00%
Sensitive
71.77%
Communication Services
23.64%
Energy
0.00%
Industrials
4.22%
Information Technology
43.90%
Defensive
15.53%
Consumer Staples
0.00%
Health Care
10.80%
Utilities
4.73%
Not Classified
2.41%
Non Classified Equity
2.41%
Not Classified - Non Equity
0.00%
As of September 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