Asset Allocation

As of August 31, 2025.
Type % Net
Cash 69.11%
Stock 32.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.35%
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Market Capitalization

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

% Developed Markets: 101.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.35%

Americas 96.23%
96.23%
Canada 62.86%
United States 33.37%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.19%
United Kingdom 0.00%
3.19%
Ireland 3.19%
0.00%
0.00%
Greater Asia 1.92%
Japan 0.00%
0.00%
1.92%
Taiwan 1.92%
0.00%
Unidentified Region -1.35%

Stock Sector Exposure

Cyclical
24.05%
Materials
2.42%
Consumer Discretionary
18.75%
Financials
2.88%
Real Estate
0.00%
Sensitive
63.12%
Communication Services
13.84%
Energy
13.64%
Industrials
17.14%
Information Technology
18.50%
Defensive
12.84%
Consumer Staples
3.12%
Health Care
9.72%
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