62.6800.59% ( -0.374 )
Trading: Nov 11, 13:39:52 (EDT)Portfolio
Nov 9, 2026- Stock97.15%
- Cash2.24%
- Other0.61%
- Stock
- 97.15%
- Cash
- 2.24%
- Other
- 0.61%
Morningstar style box
Nov 10, 2026Current style: Mid Value
Large
Mid
Small
12%
7%
6%
16%
20%
0%
13%
25%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 9, 2026Top 10 Holdings Weight: 36.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Prologis Inc | 6.85% | — | — | — | — | — | — |
2 ![]() Welltower Inc | 5.52% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 4.52% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.17% | — | — | — | — | — | — |
5 ![]() VICI Properties Inc Ordinary Shares | 3.53% | — | — | — | — | — | — |
6 ![]() Vivmark Residential | 2.84% | — | — | — | — | — | — |
| 2.44% | Equity | Real Estate | Large Value | — | — | — | |
8 ![]() Host Hotels & Resorts Inc | 2.27% | — | — | — | — | — | — |
9 ![]() Kimco Realty Corp | 2.22% | — | — | — | — | — | — |
10 ![]() W.P. Carey Inc | 1.91% | — | — | — | — | — | — |


