Asset Allocation

As of August 31, 2025.
Type % Net
Cash 12.78%
Stock 87.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of August 31, 2025
Large 52.74%
Mid 15.26%
Small 32.01%
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Region Exposure

% Developed Markets: 86.58%    % Emerging Markets: 0.65%    % Unidentified Markets: 12.78%

Americas 76.40%
76.40%
Canada 2.71%
United States 73.68%
0.00%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.31%
United Kingdom 0.00%
1.30%
Ireland 1.30%
0.00%
7.01%
Israel 7.01%
Greater Asia 2.52%
Japan 0.00%
0.00%
1.87%
Hong Kong 1.87%
0.65%
China 0.65%
Unidentified Region 12.78%

Stock Sector Exposure

Cyclical
10.27%
Materials
0.00%
Consumer Discretionary
6.37%
Financials
3.90%
Real Estate
0.00%
Sensitive
84.77%
Communication Services
20.26%
Energy
0.00%
Industrials
2.79%
Information Technology
61.72%
Defensive
1.86%
Consumer Staples
0.00%
Health Care
1.86%
Utilities
0.00%
Not Classified
3.11%
Non Classified Equity
3.11%
Not Classified - Non Equity
0.00%
As of August 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