Portfolio
Aug 21, 2026- Stock99.35%
- Cash0.65%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
46%
49%
3%
0%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 58.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.77% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 9.02% | Equity | Financials | Mid Value | — | — | — | |
| 8.63% | Equity | Communication Services | Large Blend | — | — | — | |
| 6.22% | Equity | Financials | Mid Value | — | — | — | |
| 5.20% | Equity | Information Technology | Mid Value | — | — | — | |
| 4.78% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.83% | Equity | Financials | Mid Value | — | — | — | |
| 3.78% | Equity | Communication Services | Mid Value | — | — | — | |
| 3.75% | Equity | Financials | Mid Value | — | — | — | |
| 3.54% | Equity | Consumer Discretionary | Large Value | — | — | — |
