Portfolio
Sep 28, 2026- Stock100.44%
- Cash1.86%
- Preferred0.00%
- Other0.00%
Morningstar style box
Sep 28, 2026Current style: Large Growth
Large
Mid
Small
7%
43%
31%
3%
4%
5%
2%
3%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 28, 2026Top 10 Holdings Weight: 56.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.77% | Equity | Information Technology | Large Growth | — | — | — | |
| 10.54% | Equity | Information Technology | Large Blend | — | — | — | |
| 8.07% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.67% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.29% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.00% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.55% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.37% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.01% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.54% | Equity | Communication Services | Large Blend | — | — | — |
