Portfolio
Sep 30, 2026- Stock99.54%
- Cash0.46%
Morningstar style box
Sep 30, 2026Current style: Large Value
Large
Mid
Small
22%
72%
6%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 30, 2026Top 10 Holdings Weight: 71.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.93% | Equity | Consumer Staples | — | — | — | — | |
| 10.08% | Equity | Information Technology | Large Value | — | — | — | |
| 9.19% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.53% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.28% | Equity | Industrials | Large Value | — | — | — | |
| 6.31% | Equity | Consumer Staples | — | — | — | — | |
| 5.07% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 4.78% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.26% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.93% | Equity | Consumer Discretionary | Large Blend | — | — | — |
