Asset Allocation

As of March 31, 2022.
Type % Net % Long % Short
Cash 0.66% Upgrade Upgrade
Stock 99.34% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Region Exposure

% Developed Markets: 98.45% % Emerging Markets: 1.55%

Americas 77.11%
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Canada Upgrade
United States Upgrade
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As of March 31, 2022. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.61%
United Kingdom Upgrade
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France Upgrade
Netherlands Upgrade
Sweden Upgrade
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Greater Asia 7.28%
Japan Upgrade
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Hong Kong Upgrade
Taiwan Upgrade
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India Upgrade

Market Capitalization

As of March 31, 2022
Giant Upgrade
Large Upgrade
Mid Upgrade
Small Upgrade
Micro --

Stock Style Exposure

Large Cap Value Upgrade
Large Cap Blend Upgrade
Large Cap Growth Upgrade
Mid Cap Value Upgrade
Mid Cap Blend Upgrade
Mid Cap Growth Upgrade
Small Cap Value Upgrade
Small Cap Blend Upgrade
Small Cap Growth Upgrade
As of March 31, 2022

Stock Sector Exposure

Cyclical
37.12%
Basic Materials Upgrade
Consumer Cyclical Upgrade
Financial Services Upgrade
Real Estate Upgrade
Sensitive
42.82%
Communication Services Upgrade
Energy Upgrade
Industrials Upgrade
Technology Upgrade
Defensive
20.06%
Consumer Defensive Upgrade
Healthcare Upgrade
Utilities Upgrade
As of March 31, 2022