Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.12%
Stock 96.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 66.94%
Mid 22.45%
Small 10.60%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.12%

Americas 83.88%
79.83%
United States 79.83%
4.05%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.43%
United Kingdom 5.62%
5.81%
Ireland 3.29%
Netherlands 2.53%
0.00%
0.00%
Greater Asia 1.57%
Japan 0.00%
0.00%
1.57%
Taiwan 1.57%
0.00%
Unidentified Region 3.12%

Stock Sector Exposure

Cyclical
32.64%
Materials
1.76%
Consumer Discretionary
9.43%
Financials
21.45%
Real Estate
0.00%
Sensitive
45.41%
Communication Services
2.16%
Energy
7.71%
Industrials
12.87%
Information Technology
22.68%
Defensive
21.95%
Consumer Staples
4.50%
Health Care
11.23%
Utilities
6.21%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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