Portfolio
Aug 21, 2026- Stock98.62%
- Cash1.38%
Morningstar style box
Aug 21, 2026Current style: Large Growth
Large
Mid
Small
18%
25%
51%
0%
2%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 59.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 14.18% | Equity | Information Technology | Large Growth | — | — | — | |
| 11.64% | Equity | Communication Services | Large Growth | — | — | — | |
| 8.07% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.34% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.09% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.40% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.21% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.10% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.03% | Equity | Health Care | Large Growth | — | — | — | |
10  AMDUSAMD | 2.28% | Equity | Information Technology | Large Growth | — | — | — |
