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Portfolio
Oct 26, 2026- Other62.72%
- Cash32.36%
- Stock4.92%
- Other
- 62.72%
- Cash
- 32.36%
- Stock
- 4.92%
Morningstar style box
Oct 26, 2026Current style: Large Growth
Large
Mid
Small
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100%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 26, 2026Top 10 Holdings Weight: 85.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Dreyfus Govt Cash Man Ins | 17.49% | — | — | — | — | — | — |
2 ![]() Mu Swap Asset Leg | 11.58% | — | — | — | — | — | — |
3 ![]() Mu Swap Asset Leg | 10.30% | — | — | — | — | — | — |
4 ![]() Mu Swap Asset Leg | 8.87% | — | — | — | — | — | — |
5 ![]() Mu Swap Asset Leg | 8.55% | — | — | — | — | — | — |
6 ![]() Mu Swap Asset Leg | 7.11% | — | — | — | — | — | — |
7 ![]() Mu Swap Asset Leg | 6.62% | — | — | — | — | — | — |
8 ![]() Mu Swap Asset Leg | 5.71% | — | — | — | — | — | — |
| 4.92% | Equity | Information Technology | Large Growth | — | — | — | |
10 ![]() Dreyfus Trsry Securities Cash Mgmt | 4.79% | — | — | — | — | — | — |


