Portfolio
Sep 3, 2026- Stock99.19%
- Cash0.81%
Morningstar style box
Sep 3, 2026Current style: Mid Growth
Large
Mid
Small
0%
15%
16%
9%
14%
24%
0%
14%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 57.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.15% | Equity | Industrials | Large Growth | — | — | — | |
| 6.37% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.11% | Equity | Information Technology | Mid Value | — | — | — | |
| 5.87% | Equity | Industrials | Large Growth | — | — | — | |
| 5.62% | Equity | Industrials | Large Blend | — | — | — | |
| 5.51% | Equity | Industrials | Large Growth | — | — | — | |
| 5.49% | Equity | Industrials | Large Blend | — | — | — | |
| 5.22% | Equity | Industrials | Large Growth | — | — | — | |
| 5.17% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.95% | Equity | Industrials | Large Growth | — | — | — |
