Portfolio
Sep 22, 2026- Stock99.78%
- Cash0.22%
Morningstar style box
Sep 22, 2026Current style: Large Value
Large
Mid
Small
20%
65%
1%
4%
5%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 22, 2026Top 10 Holdings Weight: 61.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.52% | Equity | Communication Services | Large Blend | — | — | — | |
| 8.96% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.15% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.95% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.19% | Equity | Communication Services | Large Value | — | — | — | |
| 4.12% | Equity | Real Estate | Large Value | — | — | — | |
| 3.85% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.53% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.24% | Equity | Communication Services | Large Value | — | — | — |
