Portfolio
Sep 3, 2026- Stock99.33%
- Cash0.67%
Morningstar style box
Sep 3, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
0%
1%
13%
43%
43%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 6.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 0.67% | Equity | Industrials | Mid Blend | — | — | — | |
| 0.66% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.63% | Equity | Health Care | Large Growth | — | — | — | |
| 0.63% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 0.63% | Equity | Information Technology | Mid Growth | — | — | — | |
| 0.62% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.59% | Equity | Financials | Mid Blend | — | — | — | |
| 0.58% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.57% | Equity | Health Care | Small Blend | — | — | — | |
| 0.56% | Equity | Information Technology | Mid Blend | — | — | — |
