Asset Allocation

As of September 30, 2025.
Type % Net
Cash 1.76%
Stock 98.16%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 83.64%
Mid 10.24%
Small 6.12%
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Region Exposure

% Developed Markets: 97.98%    % Emerging Markets: 0.19%    % Unidentified Markets: 1.84%

Americas 95.93%
95.36%
Canada 2.02%
United States 93.34%
0.57%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.05%
0.76%
Ireland 0.48%
0.00%
0.36%
Israel 0.36%
Greater Asia 1.06%
Japan 0.00%
0.00%
0.87%
Singapore 0.87%
0.19%
Thailand 0.19%
Unidentified Region 1.84%

Stock Sector Exposure

Cyclical
1.86%
Materials
0.00%
Consumer Discretionary
1.36%
Financials
0.50%
Real Estate
0.00%
Sensitive
97.91%
Communication Services
14.77%
Energy
0.00%
Industrials
0.63%
Information Technology
82.51%
Defensive
0.23%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.23%
Not Classified
0.00%
Non Classified Equity
0.00%
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