Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 97.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.57%
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Market Capitalization

As of June 30, 2025
Large 1.24%
Mid 6.28%
Small 92.48%
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Region Exposure

% Developed Markets: 97.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.57%

Americas 89.75%
88.51%
Canada 0.55%
United States 87.96%
1.25%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.68%
United Kingdom 2.94%
2.29%
Ireland 0.52%
Italy 0.78%
Norway 0.29%
Switzerland 0.71%
0.00%
2.44%
Israel 2.44%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.57%

Stock Sector Exposure

Cyclical
24.16%
Materials
2.56%
Consumer Discretionary
9.23%
Financials
12.37%
Real Estate
0.00%
Sensitive
48.19%
Communication Services
1.16%
Energy
1.39%
Industrials
22.38%
Information Technology
23.27%
Defensive
27.64%
Consumer Staples
5.34%
Health Care
22.31%
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