Portfolio
Aug 21, 2026- Stock99.63%
- Cash0.37%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
15%
69%
5%
3%
5%
0%
2%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 57.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.51% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.31% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.83% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.67% | Equity | Communication Services | Large Value | — | — | — | |
| 5.62% | Equity | Communication Services | — | — | — | — | |
| 4.41% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 4.04% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.91% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.78% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.75% | Equity | Industrials | Mid Value | — | — | — |
