Total net assets ($CAD):
$604.02 million

The top 15 holdings make up 92.73% of the Fund.
US Equity
International Equity
Cash and Equivalents
Canadian Equity
Other
United States
Canada
Ireland
Other
France
Bermuda
Cayman Islands
Netherlands
United Kingdom
Marshall Islands
Technology
Financial Services
Consumer Services
Industrial Goods
Other
Healthcare
Cash and Cash Equivalent
Real Estate
Industrial Services
Utilities
Underlying fund allocations Sector allocation (%)
U.S. Equity Alpha Corporate Class I Mutual Fund 33.29%
U.S. Equity Growth Corporate Class I Mutual Fund 19.31%
U.S. Equity Value Corporate Class I Mutual Fund 16.79%
U.S. Equity Small Cap Corporate Class I Mutual Fund 12.48%
NVIDIA Corp Computer Electronics 2.06%
Cash Cash and Cash Equivalent 1.82%
Amazon.com Inc Retail 1.23%
Ge Vernova Inc Electric Utilities 1.13%
Alphabet Inc Cl A Information Technology 1.11%
Quanta Services Inc Construction 0.65%
Broadcom Inc Computer Electronics 0.59%
General Electric Co Diversified Industrial Goods 0.58%
Liberty Media Corp Sr A Television Broadcasting 0.58%
TKO Group Holdings Inc Cl A Media 0.56%
NextEra Energy Inc Electric Utilities 0.55%
Top Holdings Sector allocation (%)
U.S. Equity Alpha Pool (Class I units) Mutual Fund 33.20%
NVIDIA Corp Computer Electronics 4.33%
Amazon.com Inc Retail 2.87%
Alphabet Inc Cl A Information Technology 2.50%
Cash Cash and Cash Equivalent 2.26%
Apple Inc Computer Electronics 2.20%
Microsoft Corp Information Technology 2.15%
Broadcom Inc Computer Electronics 1.65%
Berkshire Hathaway Inc Cl B Insurance 1.36%
Ge Vernova Inc Electric Utilities 1.33%
BJ's Wholesale Club Holdings Inc Retail 1.30%
Eli Lilly and Co Drugs 1.14%
General Electric Co Diversified Industrial Goods 0.89%
Mastercard Inc Cl A Diversified Financial Services 0.88%
Meta Platforms Inc Cl A Information Technology 0.85%
Asset allocation

US Equity 88.55%

International Equity 6.03%

Cash and Equivalents 4.33%

Canadian Equity 1.12%

Other -0.03%

Geographic allocation

United States 87.92%

Canada 4.78%

Ireland 3.50%

Other 1.45%

France 0.48%

Bermuda 0.48%

Cayman Islands 0.42%

Netherlands 0.41%

United Kingdom 0.28%

Marshall Islands 0.28%

Sector allocation

Technology 34.91%

Financial Services 11.79%

Consumer Services 11.40%

Industrial Goods 9.26%

Other 9.01%

Healthcare 8.02%

Cash and Cash Equivalent 4.33%

Real Estate 4.06%

Industrial Services 3.77%

Utilities 3.45%