Asset Allocation

As of March 31, 2026.
Type % Net
Cash 7.58%
Stock 60.88%
Bond 13.23%
Convertible 0.00%
Preferred 0.00%
Other 18.30%
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Market Capitalization

As of March 31, 2026
Large 100.0%
Mid 0.00%
Small 0.00%
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Region Exposure

% Developed Markets: 45.93%    % Emerging Markets: 27.91%    % Unidentified Markets: 26.16%

Americas 24.69%
13.23%
United States 13.23%
11.46%
Brazil 8.43%
Chile 0.68%
Mexico 2.34%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.39%
United Kingdom 0.00%
3.43%
Ireland 2.70%
Switzerland 0.73%
0.00%
1.96%
South Africa 1.96%
Greater Asia 43.76%
Japan 0.00%
0.00%
29.27%
Hong Kong 10.14%
Singapore 1.02%
South Korea 3.48%
Taiwan 14.63%
14.49%
China 6.79%
India 7.42%
Indonesia 0.29%
Unidentified Region 26.16%

Bond Credit Quality Exposure

AAA 0.00%
AA 10.44%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 89.56%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
50.92%
Materials
8.32%
Consumer Discretionary
25.91%
Financials
16.19%
Real Estate
0.50%
Sensitive
36.57%
Communication Services
6.60%
Energy
4.12%
Industrials
1.94%
Information Technology
23.91%
Defensive
4.80%
Consumer Staples
1.61%
Health Care
1.54%
Utilities
1.65%
Not Classified
7.71%
Non Classified Equity
0.42%
Not Classified - Non Equity
7.29%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
96.97%
Less than 1 Year
96.97%
Intermediate
3.03%
1 to 3 Years
3.03%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
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