Portfolio
Sep 29, 2026- Other78.07%
- Cash12.90%
- Stock9.03%
Morningstar style box
Sep 29, 2026Current style: Mid Growth
Large
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 29, 2026Top 10 Holdings Weight: 123.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Hood Swap Asset Leg | 25.62% | — | — | — | — | — | — |
2 Hood Swap Asset Leg | 21.78% | — | — | — | — | — | — |
3 Goldman Finl Sq Trsry Inst 506 | 13.69% | — | — | — | — | — | — |
4 Hood Swap Asset Leg | 12.87% | — | — | — | — | — | — |
5 Dreyfus Govt Cash Man Ins | 10.57% | — | — | — | — | — | — |
6 Hood Swap Asset Leg | 9.68% | — | — | — | — | — | — |
| 9.03% | Equity | Financials | Large Growth | — | — | — | |
8 Goldman Sachs Fin Gov 465 Institut | 8.24% | — | — | — | — | — | — |
9 Hood Swap Asset Leg | 8.12% | — | — | — | — | — | — |
10 Dreyfus Trsry Securities Cash Mgmt | 3.93% | — | — | — | — | — | — |
