Portfolio
Jun 30, 2026- Stock99.37%
- Cash1.29%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Mid Blend
Large
Mid
Small
18%
0%
11%
6%
18%
13%
11%
21%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 70.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.56% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 14.95% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 6.86% | Equity | Consumer Discretionary | — | — | — | — | |
| 6.64% | Equity | Information Technology | — | — | — | — | |
| 5.27% | Equity | Communication Services | — | — | — | — | |
| 5.07% | Equity | Information Technology | — | — | — | — | |
| 4.71% | Equity | Information Technology | — | — | — | — | |
| 4.46% | Equity | Industrials | Small Growth | — | — | — | |
| 4.05% | Equity | Information Technology | — | — | — | — | |
| 2.61% | Equity | Information Technology | — | — | — | — |
