Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.19%
Stock 96.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of September 30, 2025
Large 97.45%
Mid 1.73%
Small 0.82%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 91.41%
91.41%
United States 91.41%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.69%
United Kingdom 0.00%
3.69%
Netherlands 3.69%
0.00%
0.00%
Greater Asia 4.88%
Japan 0.00%
0.00%
4.88%
Taiwan 4.88%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
23.36%
Materials
2.20%
Consumer Discretionary
11.04%
Financials
10.11%
Real Estate
0.00%
Sensitive
72.89%
Communication Services
18.42%
Energy
0.00%
Industrials
16.20%
Information Technology
38.26%
Defensive
3.76%
Consumer Staples
3.76%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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