Portfolio
Sep 3, 2026- Stock96.15%
- Cash3.66%
- Other0.19%
Morningstar style box
Sep 3, 2026Current style: Small Growth
Large
Mid
Small
7%
7%
0%
0%
5%
23%
14%
15%
29%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 69.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 16.08% | Equity | Information Technology | Mid Blend | — | — | — | |
| 10.05% | Equity | Information Technology | Small Blend | — | — | — | |
| 7.62% | Equity | Information Technology | Small Blend | — | — | — | |
| 7.45% | Equity | Information Technology | Small Growth | — | — | — | |
| 5.39% | Equity | Information Technology | Small Blend | — | — | — | |
| 4.75% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.69% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.57% | Equity | Information Technology | Small Growth | — | — | — | |
| 4.42% | Equity | Information Technology | Small Blend | — | — | — | |
| 4.32% | Equity | Information Technology | Small Blend | — | — | — |
