Asset Allocation

As of June 30, 2025.
Type % Net
Cash 28.57%
Stock 51.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 20.43%
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Market Capitalization

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

% Developed Markets: 47.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 52.75%

Americas 47.25%
47.45%
Canada 16.79%
United States 30.66%
-0.20%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 52.75%

Stock Sector Exposure

Cyclical
13.65%
Materials
8.82%
Consumer Discretionary
-2.93%
Financials
10.12%
Real Estate
-2.36%
Sensitive
28.68%
Communication Services
3.74%
Energy
-3.74%
Industrials
10.92%
Information Technology
17.77%
Defensive
20.61%
Consumer Staples
3.67%
Health Care
6.92%
Utilities
10.02%
Not Classified
37.06%
Non Classified Equity
8.42%
Not Classified - Non Equity
28.64%
As of June 30, 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