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Portfolio
Nov 5, 2026- Stock99.91%
- Cash0.08%
- Other0.01%
- Stock
- 99.91%
- Cash
- 0.08%
- Other
- 0.01%
Morningstar style box
Nov 5, 2026Current style: Mid Blend
Large
Mid
Small
8%
7%
8%
3%
19%
9%
10%
37%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 5, 2026Top 10 Holdings Weight: 38.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.37% | Equity | Financials | Large Growth | — | — | — | |
| 4.00% | Equity | Health Care | Large Value | — | — | — | |
| 3.98% | Equity | Consumer Staples | Mid Blend | — | — | — | |
| 3.91% | Equity | Financials | Mid Blend | — | — | — | |
| 3.81% | Equity | Health Care | Large Value | — | — | — | |
| 3.81% | Equity | Health Care | Large Value | — | — | — | |
| 3.72% | Equity | Health Care | Mid Blend | — | — | — | |
| 3.63% | Equity | Health Care | Large Blend | — | — | — | |
| 3.56% | Equity | Health Care | Large Value | — | — | — | |
| 3.54% | Equity | Consumer Discretionary | Mid Blend | — | — | — |










