Asset Allocation

As of September 30, 2025.
Type % Net
Cash 74.07%
Stock 25.72%
Bond -0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

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

% Developed Markets: 73.28%    % Emerging Markets: -0.52%    % Unidentified Markets: 27.23%

Americas 72.06%
72.30%
Canada 0.07%
United States 72.24%
-0.25%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.31%
United Kingdom 0.12%
0.30%
Finland -1.25%
Ireland -0.48%
Netherlands 0.43%
Switzerland 1.59%
0.00%
0.90%
Israel 0.90%
Greater Asia -0.60%
Japan 0.00%
0.00%
-0.08%
Hong Kong -0.01%
Singapore -0.01%
Taiwan -0.07%
-0.52%
China -0.01%
India -0.50%
Unidentified Region 27.23%

Stock Sector Exposure

Cyclical
52.33%
Materials
1.79%
Consumer Discretionary
17.12%
Financials
38.59%
Real Estate
-5.17%
Sensitive
28.90%
Communication Services
13.81%
Energy
9.13%
Industrials
-11.48%
Information Technology
17.44%
Defensive
20.84%
Consumer Staples
3.20%
Health Care
20.20%
Utilities
-2.55%
Not Classified
-2.07%
Non Classified Equity
-1.69%
Not Classified - Non Equity
-0.38%
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