Portfolio
Aug 29, 2026- Stock99.91%
- Cash0.09%
Morningstar style box
Aug 29, 2026Current style: Mid Blend
Large
Mid
Small
11%
8%
15%
14%
21%
13%
4%
11%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 29, 2026Top 10 Holdings Weight: 27.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.40% | Equity | Health Care | Large Blend | — | — | — | |
| 3.07% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.74% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.74% | Equity | Financials | Large Blend | — | — | — | |
| 2.65% | Equity | Financials | Large Blend | — | — | — | |
| 2.54% | Equity | Health Care | Large Blend | — | — | — | |
| 2.53% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.51% | Equity | Information Technology | Mid Blend | — | — | — | |
| 2.48% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.47% | Equity | Health Care | Large Value | — | — | — |
