Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.52%
Stock 97.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2025
Large 0.51%
Mid 0.73%
Small 98.76%
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Region Exposure

% Developed Markets: 97.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.52%

Americas 92.78%
90.92%
United States 90.92%
1.86%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.70%
United Kingdom 0.79%
2.66%
Italy 2.66%
0.00%
1.25%
Israel 1.25%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.52%

Stock Sector Exposure

Cyclical
25.46%
Materials
0.00%
Consumer Discretionary
15.91%
Financials
7.77%
Real Estate
1.78%
Sensitive
47.52%
Communication Services
0.00%
Energy
8.40%
Industrials
20.03%
Information Technology
19.09%
Defensive
27.02%
Consumer Staples
4.86%
Health Care
22.17%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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