Asset Allocation

As of June 30, 2025.
Type % Net
Cash -2.48%
Stock 101.6%
Bond 0.93%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.42%

Americas 95.62%
95.58%
United States 95.58%
0.03%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.89%
United Kingdom 0.74%
2.15%
Ireland 1.68%
Switzerland 0.47%
0.00%
0.00%
Greater Asia 0.08%
Japan 0.00%
0.00%
0.08%
Singapore 0.08%
0.00%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
28.86%
Materials
1.99%
Consumer Discretionary
9.98%
Financials
15.51%
Real Estate
1.39%
Sensitive
51.00%
Communication Services
6.77%
Energy
3.21%
Industrials
9.39%
Information Technology
31.62%
Defensive
17.77%
Consumer Staples
5.84%
Health Care
9.66%
Utilities
2.27%
Not Classified
2.37%
Non Classified Equity
0.01%
Not Classified - Non Equity
2.35%
As of June 30, 2025
View Region Exposure
Start Trial

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