Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.96%
Stock 95.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Market Capitalization

As of August 31, 2025
Large 92.77%
Mid 6.34%
Small 0.88%
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Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.86%

Americas 79.25%
79.25%
Canada 3.85%
United States 75.41%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.16%
United Kingdom 2.39%
7.35%
Germany 3.18%
Ireland 2.33%
Spain 0.97%
0.00%
3.42%
Israel 3.42%
Greater Asia 6.73%
Japan 4.82%
0.00%
1.91%
Taiwan 1.91%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
42.11%
Materials
2.45%
Consumer Discretionary
11.88%
Financials
27.78%
Real Estate
0.00%
Sensitive
56.86%
Communication Services
9.85%
Energy
0.00%
Industrials
19.35%
Information Technology
27.67%
Defensive
1.02%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
1.02%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of August 31, 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