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Portfolio
Nov 2, 2026- Stock99.79%
- Cash0.24%
- Other0.00%
- Stock
- 99.79%
- Cash
- 0.24%
- Other
- 0.00%
Morningstar style box
Nov 2, 2026Current style: Mid Blend
Large
Mid
Small
5%
9%
6%
5%
16%
12%
14%
20%
13%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 2, 2026Top 10 Holdings Weight: 30.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.88% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.32% | Equity | Consumer Discretionary | Small Growth | — | — | — | |
| 3.24% | Equity | Consumer Staples | Mid Blend | — | — | — | |
| 3.22% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 3.16% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.87% | Equity | Financials | Large Value | — | — | — | |
| 2.77% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.74% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.71% | Equity | Industrials | Small Blend | — | — | — | |
| 2.64% | Equity | Industrials | Mid Blend | — | — | — |










