Portfolio
Aug 28, 2026- Stock99.88%
- Cash0.12%
Morningstar style box
Aug 28, 2026Current style: Large Value
Large
Mid
Small
44%
16%
0%
14%
18%
1%
4%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 65.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.24% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 12.70% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 11.41% | Equity | Consumer Staples | Large Value | — | — | — | |
| 7.45% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.07% | Equity | Health Care | Large Value | — | — | — | |
| 4.06% | Equity | Health Care | Large Value | — | — | — | |
| 4.01% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.20% | Equity | Consumer Staples | Large Value | — | — | — | |
| 2.98% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.84% | Equity | Consumer Staples | Large Growth | — | — | — |
