Portfolio
Sep 10, 2026- Stock98.84%
- Cash1.16%
Morningstar style box
Sep 10, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
2%
0%
3%
46%
34%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 30.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.69% | Equity | Energy | Small Value | — | — | — | |
| 3.68% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.30% | Equity | Financials | Small Value | — | — | — | |
| 2.98% | Equity | Industrials | Mid Value | — | — | — | |
| 2.89% | Equity | Financials | Small Value | — | — | — | |
| 2.81% | Equity | Energy | Mid Value | — | — | — | |
| 2.80% | Equity | Financials | Small Value | — | — | — | |
| 2.58% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 2.37% | Equity | Information Technology | Small Blend | — | — | — | |
| 2.30% | Equity | Industrials | Mid Blend | — | — | — |
