Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.61%
Stock 96.26%
Bond 1.13%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 17.29%
Mid 53.97%
Small 28.74%
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Region Exposure

% Developed Markets: 98.86%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.14%

Americas 90.58%
90.58%
United States 90.58%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.29%
United Kingdom 0.00%
7.15%
Italy 2.58%
Netherlands 3.87%
Switzerland 0.70%
0.00%
1.14%
Israel 1.14%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.14%

Stock Sector Exposure

Cyclical
23.99%
Materials
0.52%
Consumer Discretionary
10.76%
Financials
12.71%
Real Estate
0.00%
Sensitive
53.70%
Communication Services
4.90%
Energy
1.47%
Industrials
21.59%
Information Technology
25.74%
Defensive
13.96%
Consumer Staples
0.00%
Health Care
13.08%
Utilities
0.88%
Not Classified
8.35%
Non Classified Equity
6.09%
Not Classified - Non Equity
2.26%
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