Asset Allocation

As of September 30, 2025.
Type % Net
Cash 59.58%
Stock 42.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.86%
Other -2.96%
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Market Capitalization

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

% Developed Markets: 101.1%    % Emerging Markets: 0.28%    % Unidentified Markets: -1.39%

Americas 94.93%
94.28%
Canada 1.75%
United States 92.53%
0.65%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.45%
United Kingdom 0.00%
3.89%
France -0.55%
Germany -0.32%
Netherlands 2.82%
0.00%
0.56%
Israel 0.56%
Greater Asia 2.01%
Japan 0.00%
-0.28%
Australia -0.28%
2.56%
Singapore 1.80%
Taiwan 0.77%
-0.28%
India -0.28%
Unidentified Region -1.39%

Stock Sector Exposure

Cyclical
13.78%
Materials
-1.09%
Consumer Discretionary
8.29%
Financials
2.98%
Real Estate
3.60%
Sensitive
70.72%
Communication Services
26.19%
Energy
0.00%
Industrials
15.79%
Information Technology
28.73%
Defensive
11.88%
Consumer Staples
-4.75%
Health Care
13.78%
Utilities
2.86%
Not Classified
3.62%
Non Classified Equity
3.62%
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