Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.84%
Stock 97.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.15%

Americas 94.93%
94.47%
Canada 2.55%
United States 91.92%
0.47%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.22%
United Kingdom 0.00%
5.22%
Ireland 5.22%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.15%

Stock Sector Exposure

Cyclical
28.22%
Materials
1.37%
Consumer Discretionary
12.33%
Financials
14.53%
Real Estate
0.00%
Sensitive
43.95%
Communication Services
5.84%
Energy
1.08%
Industrials
5.27%
Information Technology
31.76%
Defensive
25.86%
Consumer Staples
7.09%
Health Care
18.77%
Utilities
0.00%
Not Classified
1.97%
Non Classified Equity
1.97%
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