Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 97.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.38%
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Market Capitalization

As of June 30, 2025
Large 0.00%
Mid 2.13%
Small 97.87%
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Region Exposure

% Developed Markets: 97.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.38%

Americas 94.56%
92.08%
Canada 0.80%
United States 91.28%
2.48%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.06%
United Kingdom 1.86%
1.06%
France 0.06%
Ireland 0.17%
Switzerland 0.83%
0.00%
0.13%
Israel 0.13%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.38%

Stock Sector Exposure

Cyclical
44.54%
Materials
4.28%
Consumer Discretionary
10.51%
Financials
25.97%
Real Estate
3.78%
Sensitive
41.23%
Communication Services
2.96%
Energy
7.09%
Industrials
22.56%
Information Technology
8.62%
Defensive
13.75%
Consumer Staples
2.38%
Health Care
6.75%
Utilities
4.62%
Not Classified
0.48%
Non Classified Equity
0.48%
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