Portfolio
Aug 28, 2026- Stock99.72%
- Cash0.28%
Morningstar style box
Aug 31, 2026Current style: Large Value
Large
Mid
Small
31%
55%
9%
2%
2%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 41.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.87% | Equity | Communication Services | Large Blend | — | — | — | |
| 9.56% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.99% | Equity | Financials | Large Value | — | — | — | |
| 2.46% | Equity | Financials | Large Value | — | — | — | |
| 2.35% | Equity | Information Technology | Large Value | — | — | — | |
| 1.98% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.96% | Equity | Financials | Large Value | — | — | — | |
| 1.73% | Equity | Financials | Large Value | — | — | — | |
| 1.69% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.69% | Equity | Communication Services | Large Value | — | — | — |
