Asset Allocation

As of September 30, 2025.
Type % Net
Cash 18.43%
Stock 81.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

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

% Developed Markets: 92.32%    % Emerging Markets: 7.77%    % Unidentified Markets: -0.10%

Americas 94.82%
89.04%
United States 89.04%
5.79%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 5.27%
Japan 0.00%
0.00%
0.00%
5.27%
Thailand 5.27%
Unidentified Region -0.10%

Stock Sector Exposure

Cyclical
36.87%
Materials
3.70%
Consumer Discretionary
8.39%
Financials
25.07%
Real Estate
-0.28%
Sensitive
37.89%
Communication Services
-7.87%
Energy
2.16%
Industrials
28.10%
Information Technology
15.51%
Defensive
27.16%
Consumer Staples
-2.53%
Health Care
30.88%
Utilities
-1.19%
Not Classified
-1.93%
Non Classified Equity
-1.93%
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