Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.07%
Stock 98.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.11%
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Market Capitalization

As of September 30, 2025
Large 0.00%
Mid 14.97%
Small 85.03%
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Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.11%

Americas 83.13%
83.13%
United States 83.13%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.76%
United Kingdom 15.76%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.11%

Stock Sector Exposure

Cyclical
45.19%
Materials
0.00%
Consumer Discretionary
14.11%
Financials
31.08%
Real Estate
0.00%
Sensitive
47.45%
Communication Services
13.82%
Energy
0.00%
Industrials
10.99%
Information Technology
22.64%
Defensive
7.36%
Consumer Staples
1.52%
Health Care
5.84%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 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