Portfolio
Sep 10, 2026- Stock40.79%
- Other31.66%
- Cash27.55%
Morningstar style box
Sep 10, 2026Current style: Large Value
Large
Mid
Small
38%
23%
1%
25%
8%
0%
1%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 64.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Cte Proshares Trust M | 31.66% | — | — | — | — | — | — |
| 9.19% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.92% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.94% | Equity | Communication Services | Large Growth | — | — | — | |
5 Communication Services Select Sector Index Swap | 3.47% | — | — | — | — | — | — |
| 2.52% | Equity | Communication Services | Large Value | — | — | — | |
| 2.44% | Equity | Communication Services | Large Value | — | — | — | |
| 2.31% | Equity | Communication Services | Large Value | — | — | — | |
| 2.24% | Equity | Communication Services | Large Value | — | — | — | |
| 2.24% | Equity | Communication Services | Large Value | — | — | — |
