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Portfolio
Oct 22, 2026- Stock99.70%
- Cash0.30%
- Stock
- 99.70%
- Cash
- 0.30%
Morningstar style box
Oct 22, 2026Current style: Mid Blend
Large
Mid
Small
2%
18%
15%
15%
39%
5%
2%
0%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 72.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() American Tower Corp | 14.61% | — | — | — | — | — | — |
2 ![]() Digital Realty Trust Inc | 13.17% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 12.64% | — | — | — | — | — | — |
4 ![]() Crown Castle Inc | 10.09% | — | — | — | — | — | — |
5 ![]() SBA Communications Corp Class A | 4.85% | — | — | — | — | — | — |
6 ![]() Keppel DC REIT | 4.54% | — | — | — | — | — | — |
| 3.37% | Equity | Information Technology | Mid Value | — | — | — | |
| 3.35% | Equity | Information Technology | Mid Blend | — | — | — | |
| 2.84% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.65% | Equity | Information Technology | Large Growth | — | — | — |





