Portfolio
Sep 17, 2026- Stock99.41%
- Cash0.59%
Morningstar style box
Sep 18, 2026Current style: Large Value
Large
Mid
Small
67%
12%
0%
12%
7%
0%
1%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 55.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.04% | Equity | Energy | Large Value | — | — | — | |
| 6.96% | Equity | Energy | Large Value | — | — | — | |
| 6.55% | Equity | Health Care | Large Value | — | — | — | |
| 5.88% | Equity | Communication Services | Large Value | — | — | — | |
| 5.26% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.92% | Equity | Consumer Staples | Large Value | — | — | — | |
| 4.52% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.32% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.96% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 3.72% | Equity | Consumer Staples | Large Value | — | — | — |
