Portfolio
Jun 30, 2026- Stock98.52%
- Cash2.16%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
18%
38%
0%
12%
15%
17%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 57.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.16% | Equity | Consumer Discretionary | — | — | — | — | |
| 8.92% | Equity | Consumer Discretionary | — | — | — | — | |
| 5.41% | Equity | Consumer Discretionary | — | — | — | — | |
| 5.27% | Equity | Consumer Discretionary | — | — | — | — | |
| 5.08% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.59% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.91% | Equity | Industrials | — | — | — | — | |
| 3.85% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.35% | Equity | Consumer Discretionary | — | — | — | — | |
| 3.16% | Equity | Consumer Discretionary | — | — | — | — |
