Asset Allocation

As of June 30, 2025.
Type % Net
Cash 5.35%
Stock 88.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 6.06%
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Market Capitalization

As of June 30, 2025
Large 90.46%
Mid 9.49%
Small 0.06%
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Region Exposure

% Developed Markets: 87.20%    % Emerging Markets: 1.40%    % Unidentified Markets: 11.40%

Americas 83.88%
82.48%
United States 82.48%
1.40%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.30%
United Kingdom 0.21%
4.09%
Ireland 2.73%
0.00%
0.00%
Greater Asia 0.41%
Japan 0.00%
0.41%
Australia 0.41%
0.00%
0.00%
Unidentified Region 11.40%

Stock Sector Exposure

Cyclical
19.48%
Materials
0.72%
Consumer Discretionary
3.88%
Financials
14.88%
Real Estate
0.00%
Sensitive
73.17%
Communication Services
16.45%
Energy
0.74%
Industrials
6.74%
Information Technology
49.23%
Defensive
6.49%
Consumer Staples
1.69%
Health Care
4.77%
Utilities
0.04%
Not Classified
0.86%
Non Classified Equity
0.86%
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