Portfolio
Sep 4, 2026- Stock94.50%
- Cash4.21%
- Other1.29%
Morningstar style box
Sep 4, 2026Current style: Large Growth
Large
Mid
Small
5%
29%
42%
0%
0%
21%
0%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 4, 2026Top 10 Holdings Weight: 55.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.29% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.30% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 6.29% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.27% | Equity | Communication Services | Large Growth | — | — | — | |
| 5.58% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.67% | Equity | Health Care | Large Blend | — | — | — | |
| 2.56% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.55% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.41% | Equity | Information Technology | Large Growth | — | — | — |
