Portfolio
Aug 24, 2026- Stock99.81%
- Cash0.19%
Morningstar style box
Aug 24, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
4%
2%
2%
42%
41%
9%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 21.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 2.39% | Equity | Health Care | Mid Blend | — | — | — | |
| 2.34% | Equity | Financials | Mid Blend | — | — | — | |
| 2.28% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.19% | Equity | Financials | Mid Value | — | — | — | |
| 2.17% | Equity | Health Care | Mid Value | — | — | — | |
| 2.17% | Equity | Financials | Mid Value | — | — | — | |
| 2.12% | Equity | Industrials | Mid Blend | — | — | — | |
| 2.10% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 2.06% | Equity | Health Care | Large Blend | — | — | — | |
| 2.04% | Equity | Industrials | Large Blend | — | — | — |
