Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.47%
Stock 93.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.75%
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Market Capitalization

As of December 31, 2025
Large 0.00%
Mid 15.84%
Small 84.16%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.93%    % Unidentified Markets: -0.37%

Americas 98.30%
97.07%
Canada 95.95%
United States 1.11%
1.23%
Colombia 0.93%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 2.07%
Japan 0.00%
2.07%
Australia 2.07%
0.00%
0.00%
Unidentified Region -0.37%

Stock Sector Exposure

Cyclical
56.43%
Materials
44.52%
Consumer Discretionary
7.57%
Financials
2.16%
Real Estate
2.17%
Sensitive
35.03%
Communication Services
0.93%
Energy
19.13%
Industrials
13.60%
Information Technology
1.37%
Defensive
7.42%
Consumer Staples
2.81%
Health Care
4.61%
Utilities
0.00%
Not Classified
1.12%
Non Classified Equity
1.12%
Not Classified - Non Equity
0.00%
As of December 31, 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