Portfolio
Aug 25, 2026- Stock99.31%
- Cash0.69%
Morningstar style box
Aug 25, 2026Current style: Large Value
Large
Mid
Small
36%
55%
8%
1%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 25, 2026Top 10 Holdings Weight: 48.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.00% | Equity | Financials | Large Blend | — | — | — | |
| 7.44% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.08% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.26% | Equity | Financials | Large Value | — | — | — | |
| 4.65% | Equity | Financials | Large Value | — | — | — | |
| 3.67% | Equity | Financials | Large Value | — | — | — | |
| 3.01% | Equity | Financials | Large Growth | — | — | — | |
| 3.00% | Equity | Information Technology | Large Value | — | — | — | |
| 2.97% | Equity | Communication Services | Large Value | — | — | — | |
| 2.55% | Equity | Consumer Discretionary | Large Value | — | — | — |
