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Portfolio
Oct 30, 2026- Stock100.03%
- Cash0.00%
- Stock
- 100.03%
- Cash
- 0.00%
Morningstar style box
Oct 30, 2026Current style: Mid Value
Large
Mid
Small
9%
0%
0%
45%
4%
0%
22%
20%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 30, 2026Top 10 Holdings Weight: 68.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 17.94% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 11.29% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.13% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.28% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.72% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.51% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.47% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.41% | Equity | Materials | Large Blend | — | — | — | |
| 3.43% | Equity | Industrials | Large Value | — | — | — | |
| 2.45% | Equity | Consumer Discretionary | Mid Blend | — | — | — |










