Portfolio
Jun 30, 2026- Stock99.58%
- Cash0.45%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
92%
0%
0%
8%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 64.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.88% | Equity | Financials | — | — | — | — | |
| 9.78% | Equity | Financials | — | — | — | — | |
| 7.97% | Equity | Financials | — | — | — | — | |
| 6.08% | Equity | Financials | — | — | — | — | |
| 5.98% | Equity | Financials | — | — | — | — | |
| 5.52% | Equity | Financials | — | — | — | — | |
| 4.00% | Equity | Financials | — | — | — | — | |
| 3.42% | Equity | Financials | — | — | — | — | |
| 3.40% | Equity | Financials | — | — | — | — | |
| 3.02% | Equity | Financials | — | — | — | — |
