Asset Allocation

As of June 30, 2023.
Type % Net
Cash 0.10%
Stock 42.05%
Bond 26.74%
Convertible 0.00%
Preferred 1.90%
Other 29.22%
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Market Capitalization

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

% Developed Markets: 71.47%    % Emerging Markets: 0.04%    % Unidentified Markets: 28.49%

Americas 69.96%
69.80%
Canada 34.49%
United States 35.31%
0.16%
Brazil 0.00%
As of June 30, 2023. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.33%
United Kingdom 0.46%
0.82%
France 0.11%
Germany 0.00%
Greece 0.01%
Ireland 0.15%
Italy 0.07%
Netherlands 0.18%
Switzerland 0.15%
0.00%
0.04%
Israel 0.04%
Greater Asia 0.22%
Japan 0.02%
0.12%
Australia 0.10%
0.08%
Singapore 0.01%
0.00%
Unidentified Region 28.49%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A -0.01%
BBB 0.51%
BB 23.19%
B 14.61%
Below B 3.45%
    CCC 3.42%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated -0.00%
Not Available 58.26%
Short Term 0.00%
As of June 30, 2023
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Stock Sector Exposure

Cyclical
21.17%
Materials
9.42%
Consumer Discretionary
2.09%
Financials
5.19%
Real Estate
4.47%
Sensitive
24.79%
Communication Services
6.60%
Energy
3.79%
Industrials
7.45%
Information Technology
6.95%
Defensive
10.31%
Consumer Staples
2.64%
Health Care
7.98%
Utilities
-0.30%
Not Classified
43.73%
Non Classified Equity
24.50%
Not Classified - Non Equity
19.23%
As of June 30, 2023
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Bond Sector Exposure

As of June 30, 2023
Type % Net
Government 58.18%
Corporate 41.65%
Securitized 0.00%
Municipal 0.00%
Other 0.18%
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Bond Maturity Exposure

Short Term
58.24%
Less than 1 Year
58.24%
Intermediate
40.14%
1 to 3 Years
7.52%
3 to 5 Years
12.95%
5 to 10 Years
19.67%
Long Term
1.47%
10 to 20 Years
0.45%
20 to 30 Years
0.35%
Over 30 Years
0.67%
Other
0.16%
As of June 30, 2023
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