Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 93.86%
Bond 3.31%
Convertible 0.00%
Preferred 1.42%
Other 1.41%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.66%    % Emerging Markets: 4.93%    % Unidentified Markets: 1.41%

Americas 88.19%
79.94%
United States 79.94%
8.25%
Mexico 4.93%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.41%
United Kingdom 0.00%
10.41%
France 5.87%
Switzerland 4.54%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.41%

Stock Sector Exposure

Cyclical
1.24%
Materials
0.00%
Consumer Discretionary
1.24%
Financials
0.00%
Real Estate
0.00%
Sensitive
80.22%
Communication Services
75.56%
Energy
0.00%
Industrials
4.67%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
18.54%
Non Classified Equity
18.54%
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