Portfolio
Aug 22, 2026- Stock99.96%
- Cash0.04%
Morningstar style box
Aug 22, 2026Current style: Small Value
Large
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Small
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74%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 22, 2026Top 10 Holdings Weight: 75.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Annaly Capital Management Inc | 19.52% | — | — | — | — | — | — |
2 AGNC Investment Corp | 15.46% | — | — | — | — | — | — |
3 Rithm Capital Corp | 7.44% | — | — | — | — | — | — |
4 Starwood Property Trust Inc | 7.16% | — | — | — | — | — | — |
5 Dynex Capital Inc | 5.29% | — | — | — | — | — | — |
6 Ellington Financial Inc | 4.67% | — | — | — | — | — | — |
7 ARMOUR Residential REIT Inc | 4.53% | — | — | — | — | — | — |
8 Orchid Island Capital Inc | 4.34% | — | — | — | — | — | — |
9 Blackstone Mortgage Trust Inc Class A | 3.65% | — | — | — | — | — | — |
10 Ladder Capital Corp Class A | 3.05% | — | — | — | — | — | — |