Portfolio
Sep 2, 2026- Stock98.47%
- Cash1.51%
- Other0.02%
Morningstar style box
Sep 2, 2026Current style: Large Blend
Large
Mid
Small
17%
57%
19%
0%
0%
7%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 2, 2026Top 10 Holdings Weight: 57.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.47% | Equity | Communication Services | Large Blend | — | — | — | |
| 8.01% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.69% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.82% | Equity | Health Care | — | — | — | — | |
| 5.49% | Equity | Information Technology | Large Value | — | — | — | |
| 5.06% | Equity | Information Technology | — | — | — | — | |
| 4.67% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.57% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.39% | Equity | Industrials | Large Growth | — | — | — | |
| 4.00% | Equity | Consumer Discretionary | Large Blend | — | — | — |
