Portfolio
Aug 21, 2026- Stock99.90%
- Cash0.10%
Morningstar style box
Aug 21, 2026Current style: Large Blend
Large
Mid
Small
6%
66%
26%
1%
0%
1%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 48.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.93% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 8.15% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.69% | Equity | Materials | — | — | — | — | |
| 4.09% | Equity | Consumer Discretionary | — | — | — | — | |
| 4.01% | Equity | Consumer Discretionary | Mid Growth | — | — | — | |
| 3.64% | Equity | Materials | Mid Blend | — | — | — | |
| 3.46% | Equity | Industrials | — | — | — | — | |
| 3.11% | Equity | Industrials | — | — | — | — | |
| 2.99% | Equity | Industrials | — | — | — | — | |
| 2.96% | Equity | Materials | — | — | — | — |
