Portfolio
Sep 15, 2026- Stock99.72%
- Cash0.28%
Morningstar style box
Sep 16, 2026Current style: Large Value
Large
Mid
Small
66%
20%
0%
11%
3%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 58.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.19% | Equity | Energy | Large Value | — | — | — | |
| 7.72% | Equity | Health Care | Large Value | — | — | — | |
| 6.67% | Equity | Health Care | Large Blend | — | — | — | |
| 5.73% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 5.68% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.20% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.04% | Equity | Health Care | Large Blend | — | — | — | |
| 4.72% | Equity | Financials | Large Value | — | — | — | |
| 4.72% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.65% | Equity | Financials | Large Blend | — | — | — |
