Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 98.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.11%
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Market Capitalization

As of September 30, 2025
Large 61.35%
Mid 24.57%
Small 14.08%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.11%

Americas 88.08%
88.08%
United States 88.08%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.81%
United Kingdom 0.00%
10.26%
Ireland 9.24%
Switzerland 1.02%
0.00%
0.55%
Israel 0.55%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.11%

Stock Sector Exposure

Cyclical
41.85%
Materials
7.59%
Consumer Discretionary
4.96%
Financials
28.13%
Real Estate
1.16%
Sensitive
39.07%
Communication Services
4.58%
Energy
9.74%
Industrials
13.95%
Information Technology
10.80%
Defensive
17.99%
Consumer Staples
2.24%
Health Care
14.98%
Utilities
0.77%
Not Classified
1.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.10%
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