Portfolio
Jun 30, 2026- Stock99.70%
- Cash0.86%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
39%
19%
9%
9%
17%
2%
1%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 78.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.17% | Equity | Consumer Discretionary | — | — | — | — | |
| 14.05% | Equity | Consumer Discretionary | — | — | — | — | |
| 12.48% | Equity | Industrials | — | — | — | — | |
| 9.74% | Equity | Consumer Discretionary | — | — | — | — | |
| 8.66% | Equity | Industrials | — | — | — | — | |
| 4.45% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.06% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.77% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.40% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.76% | Equity | Industrials | — | — | — | — |
