Portfolio
Sep 14, 2026- Stock86.81%
- Other13.01%
- Cash0.18%
Morningstar style box
Sep 14, 2026Current style: Mid Growth
Large
Mid
Small
10%
7%
15%
2%
3%
14%
22%
11%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 14, 2026Top 10 Holdings Weight: 32.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.28% | Equity | Financials | Mid Growth | — | — | — | |
| 4.00% | Equity | Financials | Large Growth | — | — | — | |
| 3.48% | Equity | Financials | Large Growth | — | — | — | |
| 3.35% | Equity | Information Technology | Mid Growth | — | — | — | |
| 3.22% | Equity | Information Technology | Small Growth | — | — | — | |
| 3.10% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.99% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.78% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.77% | Equity | Financials | Large Value | — | — | — | |
| 2.77% | Equity | Information Technology | Small Blend | — | — | — |
