Asset Allocation

As of July 31, 2025.
Type % Net
Cash 29.02%
Stock 71.24%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
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Market Capitalization

As of July 31, 2025
Large 89.35%
Mid 10.30%
Small 0.35%
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Region Exposure

% Developed Markets: 71.83%    % Emerging Markets: 0.49%    % Unidentified Markets: 27.69%

Americas 70.10%
69.61%
Canada 1.06%
United States 68.55%
0.49%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.08%
United Kingdom 1.31%
0.77%
Ireland 0.31%
Netherlands 0.46%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.13%
Australia 0.13%
0.00%
0.00%
Unidentified Region 27.69%

Stock Sector Exposure

Cyclical
14.84%
Materials
1.23%
Consumer Discretionary
13.23%
Financials
0.38%
Real Estate
0.00%
Sensitive
73.88%
Communication Services
15.03%
Energy
0.50%
Industrials
3.80%
Information Technology
54.55%
Defensive
11.05%
Consumer Staples
4.94%
Health Care
4.64%
Utilities
1.46%
Not Classified
0.23%
Non Classified Equity
0.23%
Not Classified - Non Equity
0.00%
As of July 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