----
Portfolio
Oct 16, 2026- Stock98.95%
- Cash1.05%
- Stock
- 98.95%
- Cash
- 1.05%
Morningstar style box
Oct 16, 2026Current style: Large Growth
Large
Mid
Small
5%
24%
29%
2%
8%
6%
0%
19%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 16, 2026Top 10 Holdings Weight: 57.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.21% | Equity | Information Technology | Small Blend | — | — | — | |
| 8.21% | Equity | Communication Services | Large Growth | — | — | — | |
| 6.56% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 6.00% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.73% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.18% | Equity | Information Technology | Mid Blend | — | — | — | |
| 4.90% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.21% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.07% | Equity | Communication Services | Large Blend | — | — | — |










