Portfolio
Aug 28, 2026- Stock99.91%
- Cash0.09%
Morningstar style box
Aug 28, 2026Current style: Large Blend
Large
Mid
Small
13%
48%
26%
4%
4%
3%
0%
0%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 35.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.78% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.39% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.50% | Equity | Industrials | — | — | — | — | |
| 3.65% | Equity | Information Technology | — | — | — | — | |
| 2.52% | Equity | Financials | — | — | — | — | |
| 2.24% | Equity | Information Technology | — | — | — | — | |
| 2.12% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.99% | Equity | Information Technology | Large Value | — | — | — | |
| 1.77% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.76% | Equity | Consumer Discretionary | Large Value | — | — | — |
