Portfolio
Aug 20, 2026- Stock99.98%
- Cash0.02%
Morningstar style box
Aug 20, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
5%
8%
9%
36%
36%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 44.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.78% | Equity | Energy | Mid Blend | — | — | — | |
| 5.28% | Equity | Energy | Large Blend | — | — | — | |
| 4.68% | Equity | Energy | Mid Value | — | — | — | |
| 4.57% | Equity | Energy | Large Value | — | — | — | |
| 4.56% | Equity | Energy | Mid Value | — | — | — | |
| 4.50% | Equity | Energy | Mid Value | — | — | — | |
| 4.22% | Equity | Energy | Large Value | — | — | — | |
| 4.07% | Equity | Energy | Mid Value | — | — | — | |
| 3.56% | Equity | Energy | Mid Blend | — | — | — | |
| 3.35% | Equity | Energy | Mid Blend | — | — | — |
