Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.96%
Stock 97.82%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

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

% Developed Markets: 98.57%    % Emerging Markets: 0.18%    % Unidentified Markets: 1.25%

Americas 74.38%
74.01%
Canada 34.09%
United States 39.91%
0.38%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.31%
United Kingdom 2.16%
10.15%
Austria 0.72%
Denmark 0.31%
France 1.43%
Germany 2.87%
Ireland 1.03%
Italy 0.27%
Netherlands 0.37%
Spain 0.37%
Sweden 0.97%
Switzerland 1.81%
0.00%
0.00%
Greater Asia 12.06%
Japan 9.39%
0.53%
Australia 0.53%
2.14%
Hong Kong 0.56%
Singapore 0.98%
South Korea 0.60%
0.00%
Unidentified Region 1.25%

Stock Sector Exposure

Cyclical
34.67%
Materials
6.05%
Consumer Discretionary
8.73%
Financials
19.42%
Real Estate
0.46%
Sensitive
46.39%
Communication Services
0.89%
Energy
3.56%
Industrials
26.38%
Information Technology
15.57%
Defensive
17.82%
Consumer Staples
9.89%
Health Care
7.93%
Utilities
0.00%
Not Classified
1.12%
Non Classified Equity
1.12%
Not Classified - Non Equity
0.00%
As of June 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