Asset Allocation

As of August 31, 2025.
Type % Net
Cash 52.35%
Stock 44.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.27%
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Market Capitalization

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

% Developed Markets: 93.66%    % Emerging Markets: 3.07%    % Unidentified Markets: 3.27%

Americas 94.41%
91.37%
Canada 5.10%
United States 86.27%
3.05%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.33%
United Kingdom -0.12%
2.44%
Ireland -0.31%
Netherlands 2.83%
Switzerland -0.07%
0.00%
0.00%
Greater Asia -0.01%
Japan 0.00%
0.00%
-0.01%
Singapore -0.01%
0.00%
Unidentified Region 3.27%

Stock Sector Exposure

Cyclical
47.37%
Materials
-0.93%
Consumer Discretionary
13.40%
Financials
35.85%
Real Estate
-0.94%
Sensitive
53.28%
Communication Services
15.59%
Energy
-1.49%
Industrials
7.47%
Information Technology
31.71%
Defensive
-0.53%
Consumer Staples
-6.63%
Health Care
7.25%
Utilities
-1.16%
Not Classified
-0.12%
Non Classified Equity
-0.03%
Not Classified - Non Equity
-0.08%
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