Portfolio
Sep 15, 2026- Stock99.82%
- Cash0.18%
Morningstar style box
Sep 15, 2026Current style: Large Value
Large
Mid
Small
53%
0%
0%
0%
13%
25%
1%
5%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 75.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 18.79% | Equity | Financials | Large Blend | — | — | — | |
| 16.13% | Equity | Financials | Large Blend | — | — | — | |
| 9.51% | Equity | Financials | Large Blend | — | — | — | |
| 5.54% | Equity | Financials | Large Growth | — | — | — | |
| 4.82% | Equity | Financials | Large Value | — | — | — | |
| 4.52% | Equity | Financials | Large Value | — | — | — | |
| 4.49% | Equity | Financials | Large Blend | — | — | — | |
| 4.19% | Equity | Financials | Large Blend | — | — | — | |
| 3.60% | Equity | Financials | Large Blend | — | — | — | |
| 3.58% | Equity | Financials | Large Value | — | — | — |
