Portfolio
Aug 21, 2026- Stock100.30%
- Cash1.97%
- Preferred0.00%
- Other0.00%
Morningstar style box
Aug 21, 2026Current style: Large Growth
Large
Mid
Small
15%
32%
34%
3%
4%
5%
2%
3%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 55.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 11.40% | Equity | Information Technology | Large Growth | — | — | — | |
| 9.97% | Equity | Information Technology | Large Blend | — | — | — | |
| 7.87% | Equity | Information Technology | Large Blend | — | — | — | |
| 6.10% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.41% | Equity | Communication Services | Large Growth | — | — | — | |
| 4.09% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.83% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.99% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.65% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.39% | Equity | Information Technology | Large Growth | — | — | — |
