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Portfolio
Oct 23, 2026- Stock99.86%
- Cash0.14%
- Stock
- 99.86%
- Cash
- 0.14%
Morningstar style box
Oct 23, 2026Current style: Mid Growth
Large
Mid
Small
0%
11%
11%
0%
6%
38%
2%
4%
28%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 59.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.35% | Equity | Communication Services | Large Blend | — | — | — | |
| 9.57% | Equity | Information Technology | Large Growth | — | — | — | |
| 7.49% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.89% | Equity | Communication Services | Mid Growth | — | — | — | |
| 5.34% | Equity | Information Technology | Mid Blend | — | — | — | |
| 4.95% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.46% | Equity | Health Care | Large Blend | — | — | — | |
| 4.42% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.29% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
10 ![]() American Healthcare REIT Inc Ordinary Shares | 2.91% | — | — | — | — | — | — |










