Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.22%
Stock 157.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -58.21%
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Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 2.11%
Small 97.89%
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Region Exposure

% Developed Markets: 154.9%    % Emerging Markets: 2.14%    % Unidentified Markets: -57.03%

Americas 153.2%
149.9%
United States 149.9%
3.26%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.73%
United Kingdom 0.00%
1.04%
Ireland 1.04%
0.00%
1.68%
Israel 1.68%
Greater Asia 1.11%
Japan 0.00%
0.00%
0.00%
1.11%
India 1.11%
Unidentified Region -57.03%

Stock Sector Exposure

Cyclical
35.90%
Materials
3.54%
Consumer Discretionary
9.85%
Financials
18.22%
Real Estate
4.29%
Sensitive
44.02%
Communication Services
2.46%
Energy
2.80%
Industrials
21.78%
Information Technology
16.99%
Defensive
19.26%
Consumer Staples
1.28%
Health Care
15.13%
Utilities
2.84%
Not Classified
0.82%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.82%
As of September 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