Portfolio
Aug 21, 2026- Stock99.82%
- Cash0.18%
Morningstar style box
Aug 21, 2026Current style: Mid Value
Large
Mid
Small
30%
2%
0%
33%
14%
0%
11%
11%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 70.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.05% | Equity | Financials | Large Value | — | — | — | |
| 14.85% | Equity | Financials | Large Value | — | — | — | |
| 9.69% | Equity | Financials | Large Value | — | — | — | |
| 6.34% | Equity | Financials | Large Blend | — | — | — | |
| 4.70% | Equity | Financials | Large Value | — | — | — | |
| 4.69% | Equity | Financials | Large Value | — | — | — | |
| 4.42% | Equity | Financials | Large Blend | — | — | — | |
| 4.29% | Equity | Financials | Large Value | — | — | — | |
| 3.37% | Equity | Financials | Large Value | — | — | — | |
| 3.34% | Equity | Financials | Large Blend | — | — | — |
