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Portfolio
Oct 21, 2026- Stock99.89%
- Cash0.11%
- Stock
- 99.89%
- Cash
- 0.11%
Morningstar style box
Oct 21, 2026Current style: Large Value
Large
Mid
Small
15%
64%
1%
5%
13%
2%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 61.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.71% | Equity | Communication Services | Large Value | — | — | — | |
| 8.80% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.29% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.49% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.97% | Equity | Communication Services | Large Value | — | — | — | |
| 4.85% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.83% | Equity | Real Estate | Large Value | — | — | — | |
| 4.12% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.66% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.05% | Equity | Industrials | Mid Value | — | — | — |










