Portfolio
Sep 3, 2026- Stock96.88%
- Other2.58%
- Cash0.54%
Morningstar style box
Sep 3, 2026Current style: Small Growth
Large
Mid
Small
1%
1%
6%
1%
1%
8%
3%
28%
52%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 60.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.99% | Equity | Information Technology | Small Growth | — | — | — | |
| 10.66% | Equity | Industrials | Small Blend | — | — | — | |
| 6.69% | Equity | Information Technology | Small Growth | — | — | — | |
| 6.26% | Equity | Information Technology | Small Value | — | — | — | |
| 5.33% | Equity | Industrials | Small Value | — | — | — | |
| 4.35% | Equity | Industrials | Small Blend | — | — | — | |
| 4.24% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.58% | Equity | Industrials | Mid Growth | — | — | — | |
| 3.22% | Equity | Communication Services | Mid Growth | — | — | — | |
| 2.94% | Equity | Industrials | Mid Blend | — | — | — |
