Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.69%
Stock 97.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 24.61%
Mid 27.04%
Small 48.35%
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Region Exposure

% Developed Markets: 97.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.69%

Americas 95.97%
95.97%
Canada 10.04%
United States 85.93%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.34%
United Kingdom 0.00%
0.00%
0.00%
1.34%
Israel 1.34%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.69%

Stock Sector Exposure

Cyclical
56.12%
Materials
7.65%
Consumer Discretionary
20.43%
Financials
23.18%
Real Estate
4.87%
Sensitive
31.32%
Communication Services
8.52%
Energy
0.00%
Industrials
19.43%
Information Technology
3.36%
Defensive
12.56%
Consumer Staples
2.63%
Health Care
9.92%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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