Portfolio
Jun 30, 2026- Stock98.63%
- Cash1.63%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Mid Blend
Large
Mid
Small
11%
20%
20%
7%
25%
7%
1%
1%
9%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 69.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.53% | Equity | Health Care | Mid Growth | — | — | — | |
| 10.53% | Equity | Health Care | Large Growth | — | — | — | |
| 9.30% | Equity | Health Care | Large Blend | — | — | — | |
| 8.62% | Equity | Health Care | Mid Growth | — | — | — | |
| 7.53% | Equity | Health Care | Large Value | — | — | — | |
| 7.42% | Equity | Health Care | Mid Growth | — | — | — | |
| 5.67% | Equity | Health Care | Mid Blend | — | — | — | |
| 4.70% | Equity | Health Care | Mid Growth | — | — | — | |
| 2.71% | Equity | Health Care | Small Blend | — | — | — | |
| 2.62% | Equity | Health Care | Small Blend | — | — | — |
