Asset Allocation

As of August 31, 2024.
Type % Net
Cash -61.35%
Stock 145.9%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 15.43%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.08%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.92%

Americas 83.02%
74.85%
Canada -28.80%
United States 103.6%
8.17%
As of August 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.71%
United Kingdom 4.74%
0.00%
0.00%
6.97%
Israel 6.97%
Greater Asia 4.35%
Japan 0.00%
0.00%
4.35%
Hong Kong 2.59%
Singapore 1.76%
0.00%
Unidentified Region 0.92%

Stock Sector Exposure

Cyclical
18.05%
Materials
3.12%
Consumer Discretionary
12.06%
Financials
2.30%
Real Estate
0.56%
Sensitive
30.68%
Communication Services
3.37%
Energy
2.85%
Industrials
4.98%
Information Technology
19.49%
Defensive
28.32%
Consumer Staples
3.44%
Health Care
20.67%
Utilities
4.21%
Not Classified
22.95%
Non Classified Equity
22.95%
Not Classified - Non Equity
0.00%
As of July 31, 2024
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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