Asset Allocation

Type % Net
Cash 23.98%
Stock 51.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 24.02%
As of June 30, 2025.
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Region Exposure

% Developed Markets: 51.37%    % Emerging Markets: 0.12%    % Unidentified Markets: 48.51%

Americas 40.58%
39.84%
Canada 10.85%
United States 28.98%
0.74%
Brazil 0.12%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.07%
United Kingdom 0.62%
6.44%
Germany 0.28%
Greece 3.04%
Netherlands 0.27%
Sweden 2.85%
0.00%
0.01%
Israel 0.01%
South Africa 0.01%
Greater Asia 3.84%
Japan 3.74%
0.10%
Australia 0.05%
0.00%
Hong Kong 0.00%
0.00%
Unidentified Region 48.51%