Portfolio
Aug 24, 2026- Stock84.31%
- Other13.22%
- Cash2.48%
Morningstar style box
Aug 24, 2026Current style: Mid Growth
Large
Mid
Small
11%
7%
16%
3%
3%
15%
18%
5%
23%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 30.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.71% | Equity | Financials | Mid Growth | — | — | — | |
| 3.68% | Equity | Financials | Large Growth | — | — | — | |
| 3.34% | Equity | Financials | Large Growth | — | — | — | |
| 3.11% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.76% | Equity | Information Technology | Small Growth | — | — | — | |
| 2.75% | Equity | Financials | Large Growth | — | — | — | |
| 2.69% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.64% | Equity | Financials | Large Value | — | — | — | |
| 2.61% | Equity | Information Technology | Large Growth | — | — | — | |
10  SBI Holdings Inc | 2.60% | — | — | — | — | — | — |
