Portfolio
Sep 11, 2026- Stock98.72%
- Cash1.28%
Morningstar style box
Sep 11, 2026Current style: Large Blend
Large
Mid
Small
34%
41%
18%
2%
2%
1%
1%
0%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 43.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.26% | Equity | Communication Services | Large Blend | — | — | — | |
| 5.02% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.70% | Equity | Financials | Large Value | — | — | — | |
| 4.03% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.42% | Equity | Financials | Large Value | — | — | — | |
| 3.23% | Equity | Financials | Large Blend | — | — | — | |
| 3.00% | Equity | Financials | Large Blend | — | — | — | |
| 2.86% | Equity | Financials | — | — | — | — | |
| 2.62% | Equity | Materials | — | — | — | — | |
| 2.59% | Equity | Industrials | — | — | — | — |
