Portfolio
Sep 24, 2026- Stock94.24%
- Cash5.76%
Morningstar style box
Sep 24, 2026Current style: Large Blend
Large
Mid
Small
26%
68%
7%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 24, 2026Top 10 Holdings Weight: 73.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.26% | Equity | Information Technology | Large Value | — | — | — | |
| 11.16% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 10.02% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 9.52% | Equity | Industrials | Large Value | — | — | — | |
| 5.80% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 5.50% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.11% | Equity | Consumer Staples | — | — | — | — | |
| 4.91% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.79% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.36% | Equity | Consumer Staples | — | — | — | — |
