Portfolio
Sep 2, 2026- Stock99.64%
- Cash0.32%
- Other0.04%
Morningstar style box
Sep 2, 2026Current style: Small Value
Large
Mid
Small
7%
0%
2%
9%
14%
3%
36%
25%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 2, 2026Top 10 Holdings Weight: 20.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.03% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
2  AvalonBay Communities Inc | 2.92% | — | — | — | — | — | — |
| 2.77% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.69% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
5 Welltower Inc | 1.65% | — | — | — | — | — | — |
| 1.60% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.60% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.58% | Equity | Consumer Discretionary | Large Value | — | — | — | |
9 UMH Properties Inc | 1.57% | — | — | — | — | — | — |
| 1.56% | Equity | Consumer Discretionary | Mid Value | — | — | — |
