93.8901.44% ( -1.370 )
Closed: Oct 7, 16:00:00 (EDT)Portfolio
Oct 5, 2026- Stock99.47%
- Cash0.53%
- Stock
- 99.47%
- Cash
- 0.53%
Morningstar style box
Oct 5, 2026Current style: Mid Blend
Large
Mid
Small
9%
5%
10%
12%
32%
0%
6%
25%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 5, 2026Top 10 Holdings Weight: 52.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 10.09% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 9.20% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 4.85% | — | — | — | — | — | — |
4 ![]() Digital Realty Trust Inc | 4.73% | — | — | — | — | — | — |
5 ![]() Simon Property Group Inc | 4.63% | — | — | — | — | — | — |
6 ![]() American Tower Corp | 4.54% | — | — | — | — | — | — |
7 ![]() Realty Income Corp | 4.11% | — | — | — | — | — | — |
8 ![]() Public Storage | 3.83% | — | — | — | — | — | — |
9 ![]() Vivmark Residential | 3.50% | — | — | — | — | — | — |
10 ![]() Ventas Inc | 3.37% | — | — | — | — | — | — |

