Asset Allocation

As of August 31, 2025.
Type % Net
Cash -2.75%
Stock 99.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.51%
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Market Capitalization

As of August 31, 2025
Large 84.38%
Mid 11.41%
Small 4.20%
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Region Exposure

% Developed Markets: 98.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.00%

Americas 79.27%
79.27%
Canada -1.34%
United States 80.61%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.08%
United Kingdom 2.23%
4.37%
Denmark 0.00%
Switzerland 2.31%
0.00%
4.48%
Israel 4.48%
Greater Asia 7.64%
Japan 5.62%
0.00%
2.03%
Taiwan 2.03%
0.00%
Unidentified Region 2.00%

Stock Sector Exposure

Cyclical
38.43%
Materials
2.33%
Consumer Discretionary
9.64%
Financials
26.45%
Real Estate
0.00%
Sensitive
61.57%
Communication Services
9.56%
Energy
0.00%
Industrials
19.54%
Information Technology
32.46%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
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