Portfolio
Jun 30, 2026- Stock99.81%
- Cash0.31%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
28%
47%
0%
7%
16%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 61.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.53% | Equity | Financials | — | — | — | — | |
| 13.38% | Equity | Financials | — | — | — | — | |
| 10.64% | Equity | Financials | — | — | — | — | |
| 6.24% | Equity | Financials | — | — | — | — | |
| 4.06% | Equity | Financials | — | — | — | — | |
| 3.58% | Equity | Financials | — | — | — | — | |
| 2.55% | Equity | Financials | — | — | — | — | |
| 2.19% | Equity | Financials | — | — | — | — | |
| 2.16% | Equity | Financials | — | — | — | — | |
| 2.06% | Equity | Financials | — | — | — | — |
