Portfolio
Aug 21, 2026- Stock99.95%
- Cash0.05%
Morningstar style box
Aug 21, 2026Current style: Small Blend
Large
Mid
Small
4%
4%
9%
6%
4%
8%
25%
24%
17%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 34.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.00% | Equity | Industrials | Small Blend | — | — | — | |
| 3.91% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.73% | Equity | Utilities | Large Blend | — | — | — | |
| 3.65% | Equity | Industrials | Large Blend | — | — | — | |
| 3.35% | Equity | Utilities | Large Value | — | — | — | |
| 3.27% | Equity | Utilities | Mid Blend | — | — | — | |
| 3.26% | Equity | Utilities | Large Blend | — | — | — | |
| 3.17% | Equity | Information Technology | Mid Value | — | — | — | |
| 3.12% | Equity | Information Technology | Small Value | — | — | — | |
| 3.11% | Equity | Utilities | Mid Value | — | — | — |
