Asset Allocation

As of June 30, 2025.
Type % Net
Cash 7.31%
Stock 89.28%
Bond 4.63%
Convertible 0.00%
Preferred 0.00%
Other -1.21%
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Market Capitalization

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

% Developed Markets: 95.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.08%

Americas 89.81%
89.81%
Canada 2.61%
United States 87.21%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.11%
United Kingdom 0.00%
6.11%
Ireland 6.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.08%

Stock Sector Exposure

Cyclical
23.14%
Materials
5.87%
Consumer Discretionary
9.66%
Financials
6.51%
Real Estate
1.11%
Sensitive
38.67%
Communication Services
6.45%
Energy
7.71%
Industrials
4.94%
Information Technology
19.57%
Defensive
28.44%
Consumer Staples
11.92%
Health Care
10.50%
Utilities
6.02%
Not Classified
9.75%
Non Classified Equity
0.00%
Not Classified - Non Equity
9.75%
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