Asset Allocation

As of July 31, 2025.
Type % Net
Cash 69.85%
Stock 30.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

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

% Developed Markets: 97.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.85%

Americas 93.49%
92.23%
United States 92.23%
1.26%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.67%
United Kingdom 2.02%
1.64%
Switzerland 1.64%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.85%

Stock Sector Exposure

Cyclical
36.06%
Materials
5.19%
Consumer Discretionary
14.49%
Financials
9.97%
Real Estate
6.42%
Sensitive
49.88%
Communication Services
0.15%
Energy
6.12%
Industrials
10.78%
Information Technology
32.83%
Defensive
10.53%
Consumer Staples
-1.43%
Health Care
15.08%
Utilities
-3.12%
Not Classified
3.52%
Non Classified Equity
3.52%
Not Classified - Non Equity
0.00%
As of July 31, 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