Portfolio
Aug 26, 2026- Stock98.85%
- Cash1.15%
Morningstar style box
Aug 26, 2026Current style: Large Blend
Large
Mid
Small
32%
33%
18%
4%
8%
3%
2%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 26, 2026Top 10 Holdings Weight: 51.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.95% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 7.25% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.42% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.62% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.39% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.60% | Equity | Financials | Large Value | — | — | — | |
| 3.67% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.66% | Equity | Financials | Large Value | — | — | — | |
| 3.32% | Equity | Health Care | Large Growth | — | — | — | |
| 3.07% | Equity | Consumer Discretionary | Large Blend | — | — | — |
