Portfolio
Sep 17, 2026- Stock99.92%
- Cash0.08%
Morningstar style box
Sep 17, 2026Current style: Large Value
Large
Mid
Small
30%
34%
15%
8%
8%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 39.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.53% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.85% | Equity | Communication Services | Large Growth | — | — | — | |
| 5.82% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.75% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.40% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.38% | Equity | Communication Services | Large Growth | — | — | — | |
| 2.14% | Equity | Financials | Large Value | — | — | — | |
| 1.67% | Equity | Financials | Large Value | — | — | — | |
| 1.52% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.40% | Equity | Energy | Large Value | — | — | — |
