Portfolio
Sep 1, 2026- Stock99.89%
- Cash0.11%
Morningstar style box
Sep 1, 2026Current style: Large Value
Large
Mid
Small
20%
64%
1%
4%
5%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 1, 2026Top 10 Holdings Weight: 60.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.10% | Equity | Communication Services | Large Blend | — | — | — | |
| 8.47% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.28% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.16% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.20% | Equity | Communication Services | Large Value | — | — | — | |
| 5.19% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.38% | Equity | Real Estate | Large Value | — | — | — | |
| 3.86% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.75% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.33% | Equity | Communication Services | Large Value | — | — | — |
