Portfolio
Jun 30, 2026- Stock98.64%
- Cash1.45%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Blend
Large
Mid
Small
17%
47%
10%
6%
12%
8%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 42.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.49% | Equity | Materials | — | — | — | — | |
| 6.73% | Equity | Materials | — | — | — | — | |
| 5.30% | Equity | Materials | — | — | — | — | |
| 4.21% | Equity | Materials | — | — | — | — | |
| 3.23% | Equity | Materials | — | — | — | — | |
| 3.21% | Equity | Industrials | — | — | — | — | |
| 2.93% | Equity | Materials | — | — | — | — | |
| 2.86% | Equity | Materials | — | — | — | — | |
| 2.80% | Equity | Materials | — | — | — | — | |
| 2.30% | Equity | Materials | — | — | — | — |
