Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 97.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.01%
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Market Capitalization

As of June 30, 2025
Large 0.00%
Mid 2.70%
Small 97.30%
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Region Exposure

% Developed Markets: 97.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.01%

Americas 90.08%
88.77%
Canada 2.88%
United States 85.88%
1.32%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.50%
United Kingdom 1.17%
0.00%
0.00%
4.33%
Israel 4.33%
Greater Asia 2.40%
Japan 0.00%
0.00%
2.40%
Hong Kong 2.40%
0.00%
Unidentified Region 2.01%

Stock Sector Exposure

Cyclical
16.68%
Materials
0.90%
Consumer Discretionary
9.35%
Financials
6.43%
Real Estate
0.00%
Sensitive
58.99%
Communication Services
4.56%
Energy
2.32%
Industrials
25.55%
Information Technology
26.56%
Defensive
22.33%
Consumer Staples
2.90%
Health Care
19.42%
Utilities
0.00%
Not Classified
2.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.00%
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