Asset Allocation

As of June 30, 2025.
Type % Net
Cash 14.00%
Stock 82.70%
Bond 3.07%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

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

% Developed Markets: 84.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 15.07%

Americas 84.07%
84.07%
United States 84.07%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.58%
United Kingdom -0.15%
0.73%
Ireland 0.73%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.15%
0.00%
0.12%
Hong Kong 0.12%
0.00%
Unidentified Region 15.07%

Stock Sector Exposure

Cyclical
28.11%
Materials
2.29%
Consumer Discretionary
5.73%
Financials
15.67%
Real Estate
4.42%
Sensitive
42.23%
Communication Services
7.44%
Energy
4.88%
Industrials
12.73%
Information Technology
17.18%
Defensive
9.75%
Consumer Staples
2.25%
Health Care
2.79%
Utilities
4.71%
Not Classified
19.91%
Non Classified Equity
10.43%
Not Classified - Non Equity
9.48%
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