Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.50%
Stock 98.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.12%
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Market Capitalization

As of June 30, 2025
Large 100.0%
Mid 0.00%
Small 0.00%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.12%

Americas 81.78%
81.78%
Canada 1.50%
United States 80.27%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.80%
United Kingdom 0.00%
9.80%
Denmark 1.32%
France 1.69%
Ireland 2.13%
Netherlands 2.07%
Switzerland 2.58%
0.00%
0.00%
Greater Asia 8.55%
Japan 0.00%
0.00%
8.55%
Hong Kong 4.19%
Taiwan 4.35%
0.00%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
21.10%
Materials
0.00%
Consumer Discretionary
13.05%
Financials
8.05%
Real Estate
0.00%
Sensitive
63.52%
Communication Services
15.30%
Energy
2.87%
Industrials
5.72%
Information Technology
39.63%
Defensive
15.38%
Consumer Staples
5.90%
Health Care
9.48%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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