Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.90%
Stock 96.10%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 80.08%
Mid 19.77%
Small 0.15%
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Region Exposure

% Developed Markets: 97.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.85%

Americas 5.38%
5.38%
Canada 5.38%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 75.93%
United Kingdom 16.95%
58.98%
Belgium 3.79%
Denmark 4.19%
France 16.08%
Germany 11.01%
Ireland 4.59%
Italy 2.31%
Netherlands 6.93%
Spain 5.17%
Switzerland 4.91%
0.00%
0.00%
Greater Asia 15.84%
Japan 10.04%
2.45%
Australia 2.45%
3.35%
Hong Kong 0.00%
Singapore 0.01%
Taiwan 3.33%
0.00%
Unidentified Region 2.85%

Stock Sector Exposure

Cyclical
34.16%
Materials
10.14%
Consumer Discretionary
3.61%
Financials
17.07%
Real Estate
3.33%
Sensitive
43.58%
Communication Services
2.85%
Energy
0.00%
Industrials
15.87%
Information Technology
24.85%
Defensive
22.27%
Consumer Staples
4.55%
Health Care
10.66%
Utilities
7.05%
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