Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.04%
Stock 97.66%
Bond 0.27%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of June 30, 2025
Large 32.01%
Mid 46.45%
Small 21.54%
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Region Exposure

% Developed Markets: 97.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.32%

Americas 84.56%
84.56%
United States 84.56%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.12%
United Kingdom 5.23%
7.89%
Ireland 7.89%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.32%

Stock Sector Exposure

Cyclical
33.02%
Materials
5.70%
Consumer Discretionary
7.27%
Financials
13.67%
Real Estate
6.37%
Sensitive
49.52%
Communication Services
0.00%
Energy
9.16%
Industrials
24.83%
Information Technology
15.53%
Defensive
17.45%
Consumer Staples
0.88%
Health Care
6.29%
Utilities
10.28%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
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