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Portfolio
Oct 29, 2026- Stock99.84%
- Cash0.16%
- Stock
- 99.84%
- Cash
- 0.16%
Morningstar style box
Oct 29, 2026Current style: Mid Growth
Large
Mid
Small
6%
6%
3%
0%
16%
27%
14%
9%
19%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 61.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.24% | Equity | Information Technology | Mid Value | — | — | — | |
| 10.73% | Equity | Financials | Large Value | — | — | — | |
| 9.67% | Equity | Information Technology | Mid Growth | — | — | — | |
| 5.60% | Equity | Health Care | Small Blend | — | — | — | |
| 4.82% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.95% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.82% | Equity | Financials | Mid Value | — | — | — | |
| 3.64% | Equity | Financials | Mid Growth | — | — | — | |
| 3.61% | Equity | Financials | Small Value | — | — | — | |
| 3.59% | Equity | Information Technology | Small Value | — | — | — |










