Portfolio
Sep 16, 2026- Stock99.71%
- Cash0.29%
Morningstar style box
Sep 16, 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 16, 2026Top 10 Holdings Weight: 75.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 18.47% | Equity | Financials | Large Blend | — | — | — | |
| 16.20% | Equity | Financials | Large Blend | — | — | — | |
| 9.50% | Equity | Financials | Large Blend | — | — | — | |
| 5.36% | Equity | Financials | Large Growth | — | — | — | |
| 4.87% | Equity | Financials | Large Value | — | — | — | |
| 4.58% | Equity | Financials | Large Value | — | — | — | |
| 4.58% | Equity | Financials | Large Blend | — | — | — | |
| 4.23% | Equity | Financials | Large Blend | — | — | — | |
| 3.67% | Equity | Financials | Large Blend | — | — | — | |
| 3.64% | Equity | Financials | Large Value | — | — | — |
