Portfolio
Aug 24, 2026- Stock100.00%
Morningstar style box
Aug 24, 2026Current style: Large Blend
Large
Mid
Small
0%
67%
19%
0%
9%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 84.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.19% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 14.13% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 12.92% | Equity | Communication Services | Large Value | — | — | — | |
| 12.87% | Equity | Communication Services | Large Blend | — | — | — | |
| 10.52% | Equity | Communication Services | — | — | — | — | |
| 5.33% | Equity | Information Technology | Small Blend | — | — | — | |
| 4.49% | Equity | Information Technology | Mid Value | — | — | — | |
| 4.27% | Equity | Information Technology | Mid Blend | — | — | — | |
| 3.65% | Equity | Information Technology | Mid Blend | — | — | — | |
| 2.32% | Equity | Financials | — | — | — | — |
