Portfolio
Sep 24, 2026- Stock99.13%
- Cash0.87%
Morningstar style box
Sep 24, 2026Current style: Large Value
Large
Mid
Small
37%
49%
5%
2%
1%
1%
3%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 24, 2026Top 10 Holdings Weight: 55.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.17% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.97% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.73% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.55% | Equity | Communication Services | Large Value | — | — | — | |
| 6.03% | Equity | Communication Services | — | — | — | — | |
| 4.16% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.91% | Equity | Industrials | Mid Value | — | — | — | |
| 3.74% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.74% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 3.62% | Equity | Financials | Small Blend | — | — | — |
