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Portfolio
Oct 22, 2026- Stock99.72%
- Cash0.28%
- Stock
- 99.72%
- Cash
- 0.28%
Morningstar style box
Oct 22, 2026Current style: Large Value
Large
Mid
Small
34%
47%
4%
2%
8%
1%
3%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 22, 2026Top 10 Holdings Weight: 58.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.82% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.99% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.85% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.90% | Equity | Communication Services | Large Value | — | — | — | |
| 5.57% | Equity | Communication Services | — | — | — | — | |
| 4.47% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 4.30% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 4.18% | Equity | Industrials | Mid Value | — | — | — | |
| 4.15% | Equity | Industrials | Mid Blend | — | — | — | |
| 4.03% | Equity | Consumer Discretionary | Large Value | — | — | — |










