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Portfolio
Jun 30, 2026- Stock99.85%
- Cash0.31%
- Other0.00%
- Stock
- 99.85%
- Cash
- 0.31%
- Other
- 0.00%
Morningstar style box
Jun 30, 2026Current style: Mid Value
Large
Mid
Small
0%
14%
9%
37%
8%
2%
17%
9%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 48.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.64% | Equity | Real Estate | — | — | — | — | |
| 8.30% | Equity | Real Estate | — | — | — | — | |
| 7.39% | Equity | Real Estate | — | — | — | — | |
| 5.78% | Equity | Real Estate | — | — | — | — | |
| 5.03% | Equity | Real Estate | — | — | — | — | |
| 3.08% | Equity | Real Estate | — | — | — | — | |
| 3.01% | Equity | Real Estate | — | — | — | — | |
| 2.36% | Equity | Real Estate | — | — | — | — | |
| 2.31% | Equity | Real Estate | — | — | — | — | |
| 2.15% | Equity | Real Estate | — | — | — | — |










