Asset Allocation

As of September 30, 2025.
Type % Net
Cash -3.94%
Stock 96.84%
Bond 6.98%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of September 30, 2025
Large 78.92%
Mid 19.93%
Small 1.15%
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Region Exposure

% Developed Markets: 84.89%    % Emerging Markets: 12.28%    % Unidentified Markets: 2.83%

Americas 12.77%
12.77%
Canada 5.82%
United States 6.95%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.90%
United Kingdom 9.38%
31.81%
France 8.66%
Germany 5.65%
Italy 7.34%
Spain 6.15%
Switzerland 1.85%
-0.29%
Poland -0.29%
0.00%
Greater Asia 43.49%
Japan 18.15%
0.00%
12.77%
Hong Kong 0.86%
Singapore 2.48%
South Korea 3.93%
Taiwan 5.50%
12.57%
China 7.65%
India 1.49%
Malaysia 1.59%
Thailand 1.84%
Unidentified Region 2.83%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
42.46%
Materials
3.46%
Consumer Discretionary
10.89%
Financials
28.08%
Real Estate
0.02%
Sensitive
32.03%
Communication Services
2.19%
Energy
3.78%
Industrials
16.69%
Information Technology
9.37%
Defensive
13.31%
Consumer Staples
7.74%
Health Care
3.86%
Utilities
1.72%
Not Classified
12.21%
Non Classified Equity
0.00%
Not Classified - Non Equity
12.21%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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