Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.99%
Stock 98.01%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 0.09%
Mid 1.52%
Small 98.39%
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Region Exposure

% Developed Markets: 98.12%    % Emerging Markets: 1.78%    % Unidentified Markets: 0.10%

Americas 96.50%
94.19%
United States 94.19%
2.31%
Colombia 0.88%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.40%
United Kingdom 2.58%
0.82%
France 0.82%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
43.67%
Materials
6.39%
Consumer Discretionary
7.56%
Financials
21.28%
Real Estate
8.44%
Sensitive
32.14%
Communication Services
1.75%
Energy
2.03%
Industrials
14.88%
Information Technology
13.48%
Defensive
24.19%
Consumer Staples
3.24%
Health Care
18.64%
Utilities
2.31%
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