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Portfolio
Nov 2, 2026- Stock82.13%
- Other16.92%
- Cash0.94%
- Stock
- 82.13%
- Other
- 16.92%
- Cash
- 0.94%
Morningstar style box
Nov 2, 2026Current style: Mid Growth
Large
Mid
Small
10%
8%
16%
2%
8%
13%
16%
12%
14%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 2, 2026Top 10 Holdings Weight: 28.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.70% | Equity | Financials | Mid Growth | — | — | — | |
| 3.60% | Equity | Financials | Large Growth | — | — | — | |
| 3.02% | Equity | Financials | Mid Value | — | — | — | |
| 2.88% | Equity | Financials | Large Blend | — | — | — | |
| 2.72% | Equity | Financials | Mid Blend | — | — | — | |
| 2.70% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.68% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.55% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.50% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.50% | Equity | Financials | Mid Blend | — | — | — |










