Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.81%
Stock 98.20%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of March 31, 2026
Large 77.25%
Mid 16.40%
Small 6.35%
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.75%    % Unidentified Markets: -0.01%

Americas 92.70%
92.70%
Canada 2.36%
United States 90.34%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.28%
United Kingdom 2.46%
3.49%
Denmark 1.07%
Switzerland 2.41%
0.00%
0.34%
Israel 0.34%
Greater Asia 1.02%
Japan 0.00%
0.00%
0.27%
Hong Kong 0.27%
0.75%
China 0.75%
Unidentified Region -0.01%

Stock Sector Exposure

Cyclical
24.76%
Materials
0.00%
Consumer Discretionary
16.79%
Financials
7.98%
Real Estate
0.00%
Sensitive
57.32%
Communication Services
22.15%
Energy
0.00%
Industrials
7.08%
Information Technology
28.09%
Defensive
17.92%
Consumer Staples
4.56%
Health Care
13.35%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
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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