Portfolio
Aug 21, 2026- Stock99.92%
- Preferred0.07%
Morningstar style box
Aug 21, 2026Current style: Large Growth
Large
Mid
Small
19%
35%
33%
1%
6%
6%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 52.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.82% | Equity | Information Technology | Large Growth | — | — | — | |
| 9.54% | Equity | Information Technology | Large Blend | — | — | — | |
| 7.64% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.35% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.33% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.74% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.69% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.61% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.59% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.35% | Equity | Information Technology | Large Growth | — | — | — |
