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Portfolio
Oct 29, 2026- Stock82.76%
- Other16.39%
- Cash0.86%
- Stock
- 82.76%
- Other
- 16.39%
- Cash
- 0.86%
Morningstar style box
Oct 29, 2026Current style: Mid Growth
Large
Mid
Small
9%
4%
25%
2%
4%
11%
17%
13%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 30.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.69% | Equity | Financials | Mid Growth | — | — | — | |
| 3.63% | Equity | Financials | Large Growth | — | — | — | |
| 3.45% | Equity | Financials | Mid Value | — | — | — | |
| 3.00% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.89% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.79% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.77% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.75% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.67% | Equity | Financials | Large Blend | — | — | — | |
| 2.63% | Equity | Financials | Large Value | — | — | — |










