Portfolio
Sep 2, 2026- Stock99.76%
- Cash0.24%
Morningstar style box
Sep 2, 2026Current style: Large Value
Large
Mid
Small
37%
50%
8%
2%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 2, 2026Top 10 Holdings Weight: 41.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.63% | Equity | Communication Services | Large Blend | — | — | — | |
| 9.35% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.13% | Equity | Financials | Large Value | — | — | — | |
| 2.54% | Equity | Financials | Large Value | — | — | — | |
| 2.43% | Equity | Information Technology | Large Value | — | — | — | |
| 2.04% | Equity | Financials | Large Value | — | — | — | |
| 2.01% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.73% | Equity | Financials | Large Value | — | — | — | |
| 1.69% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.67% | Equity | Communication Services | Large Value | — | — | — |
