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Portfolio
Oct 8, 2026- Stock99.86%
- Cash0.14%
- Stock
- 99.86%
- Cash
- 0.14%
Morningstar style box
Oct 8, 2026Current style: Small Blend
Large
Mid
Small
5%
0%
0%
5%
21%
15%
11%
28%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 8, 2026Top 10 Holdings Weight: 45.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.45% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.30% | Equity | Industrials | Large Value | — | — | — | |
| 5.06% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.95% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.78% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 4.76% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.63% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.31% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.20% | Equity | Communication Services | Mid Value | — | — | — | |
| 3.13% | Equity | Consumer Discretionary | Small Blend | — | — | — |










