Portfolio
Jun 30, 2026- Stock99.20%
- Cash0.96%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
39%
17%
9%
6%
12%
3%
4%
8%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 71.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.06% | Equity | Consumer Discretionary | — | — | — | — | |
| 13.96% | Equity | Consumer Discretionary | — | — | — | — | |
| 12.05% | Equity | Industrials | — | — | — | — | |
| 9.42% | Equity | Consumer Discretionary | — | — | — | — | |
| 8.37% | Equity | Industrials | — | — | — | — | |
| 3.16% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.88% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.67% | Equity | Consumer Discretionary | — | — | — | — | |
| 2.40% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.95% | Equity | Industrials | — | — | — | — |
