Asset Allocation

As of July 31, 2025.
Type % Net
Cash 65.79%
Stock 33.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.47%

Americas 94.09%
94.09%
Canada 64.80%
United States 29.28%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.39%
United Kingdom 0.00%
3.39%
Ireland 3.39%
0.00%
0.00%
Greater Asia 2.05%
Japan 0.00%
0.00%
2.05%
Taiwan 2.05%
0.00%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
21.78%
Materials
2.13%
Consumer Discretionary
16.91%
Financials
2.74%
Real Estate
0.00%
Sensitive
63.46%
Communication Services
11.17%
Energy
14.06%
Industrials
19.32%
Information Technology
18.92%
Defensive
14.76%
Consumer Staples
4.87%
Health Care
9.89%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of July 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