Portfolio
Jun 30, 2026- Stock99.58%
- Cash0.83%
- Other0.00%
Morningstar style box
Jun 30, 2026Current style: Mid Blend
Large
Mid
Small
10%
19%
20%
8%
25%
7%
1%
1%
8%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 69.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.64% | Equity | Health Care | Mid Growth | — | — | — | |
| 10.64% | Equity | Health Care | Large Growth | — | — | — | |
| 9.10% | Equity | Health Care | Large Blend | — | — | — | |
| 8.81% | Equity | Health Care | Mid Growth | — | — | — | |
| 7.36% | Equity | Health Care | Large Value | — | — | — | |
| 7.26% | Equity | Health Care | Mid Growth | — | — | — | |
| 5.55% | Equity | Health Care | Mid Blend | — | — | — | |
| 4.60% | Equity | Health Care | Mid Growth | — | — | — | |
| 2.65% | Equity | Health Care | Small Blend | — | — | — | |
| 2.56% | Equity | Health Care | Small Blend | — | — | — |
