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Portfolio
Oct 22, 2026- Stock99.91%
- Cash0.09%
- Stock
- 99.91%
- Cash
- 0.09%
Morningstar style box
Oct 22, 2026Current style: Large Value
Large
Mid
Small
22%
73%
5%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 71.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.66% | Equity | Consumer Staples | — | — | — | — | |
| 10.48% | Equity | Information Technology | Large Value | — | — | — | |
| 8.63% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.34% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.18% | Equity | Industrials | Large Value | — | — | — | |
| 6.60% | Equity | Consumer Staples | — | — | — | — | |
| 5.18% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.35% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 4.29% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.88% | Equity | Consumer Discretionary | Large Blend | — | — | — |










