Portfolio
Sep 8, 2026- Stock98.98%
- Cash1.02%
Morningstar style box
Sep 8, 2026Current style: Large Value
Large
Mid
Small
44%
26%
4%
15%
5%
1%
3%
2%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 8, 2026Top 10 Holdings Weight: 16.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Samsung Electronics Co Ltd | 3.80% | — | — | — | — | — | — |
2 Taiwan Semiconductor Manufacturing Co Ltd | 2.17% | — | — | — | — | — | — |
| 1.93% | Equity | Financials | Large Blend | — | — | — | |
4 Shell PLC | 1.53% | — | — | — | — | — | — |
| 1.52% | Equity | Consumer Staples | Large Blend | — | — | — | |
6 Mitsubishi UFJ Financial Group Inc | 1.40% | — | — | — | — | — | — |
| 1.30% | Equity | Health Care | Large Blend | — | — | — | |
8 Allianz SE | 1.07% | — | — | — | — | — | — |
| 1.07% | Equity | Financials | Large Value | — | — | — | |
| 1.05% | Equity | Financials | Large Value | — | — | — |
