Portfolio
Jun 30, 2026- Stock99.32%
- Cash0.74%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
67%
16%
1%
9%
6%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 45.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.56% | Equity | Financials | — | — | — | — | |
| 7.39% | Equity | Financials | — | — | — | — | |
| 4.71% | Equity | Financials | — | — | — | — | |
| 4.71% | Equity | Financials | — | — | — | — | |
| 4.34% | Equity | Financials | — | — | — | — | |
| 3.85% | Equity | Financials | — | — | — | — | |
| 3.46% | Equity | Financials | — | — | — | — | |
| 2.93% | Equity | Financials | — | — | — | — | |
| 2.89% | Equity | Financials | — | — | — | — | |
| 2.66% | Equity | Financials | — | — | — | — |
