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Portfolio
Oct 7, 2026- Cash117.10%
- Stock0.00%
- Cash
- 117.10%
- Stock
- 0.00%
Morningstar style box
Oct 7, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
0%
0%
0%
100%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 7, 2026Top 2 Holdings Weight: 402.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() CFD on Evercore Inc Class A | 209.54% | — | — | — | — | — | — |
2 ![]() CFD on Evercore Inc Class A | 192.44% | — | — | — | — | — | — |

