Asset Allocation

As of June 30, 2025.
Type % Net
Cash 18.20%
Stock 81.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 15.78%
Mid 27.42%
Small 56.80%
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Region Exposure

% Developed Markets: 81.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 18.20%

Americas 72.65%
72.65%
United States 72.65%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.16%
United Kingdom 3.63%
5.53%
Netherlands 5.53%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 18.20%

Stock Sector Exposure

Cyclical
36.38%
Materials
0.00%
Consumer Discretionary
20.49%
Financials
15.89%
Real Estate
0.00%
Sensitive
39.87%
Communication Services
12.88%
Energy
12.70%
Industrials
14.30%
Information Technology
0.00%
Defensive
23.75%
Consumer Staples
12.18%
Health Care
11.57%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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