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Portfolio
Oct 26, 2026- Stock99.72%
- Cash0.28%
- Stock
- 99.72%
- Cash
- 0.28%
Morningstar style box
Oct 26, 2026Current style: Mid Blend
Large
Mid
Small
9%
4%
10%
13%
32%
0%
5%
25%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 26, 2026Top 10 Holdings Weight: 52.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.36% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 8.68% | — | — | — | — | — | — |
3 ![]() American Tower Corp | 5.03% | — | — | — | — | — | — |
4 ![]() Simon Property Group Inc | 4.68% | — | — | — | — | — | — |
5 ![]() Digital Realty Trust Inc | 4.39% | — | — | — | — | — | — |
6 ![]() Equinix Inc | 4.39% | — | — | — | — | — | — |
7 ![]() Realty Income Corp | 4.18% | — | — | — | — | — | — |
8 ![]() Public Storage | 3.99% | — | — | — | — | — | — |
9 ![]() Vivmark Residential | 3.49% | — | — | — | — | — | — |
10 ![]() Ventas Inc | 3.47% | — | — | — | — | — | — |

