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Portfolio
Nov 4, 2026- Cash106.16%
- Stock0.00%
- Cash
- 106.16%
- Stock
- 0.00%
Morningstar style box
Nov 4, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
0%
0%
0%
0%
100%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 4, 2026Top 2 Holdings Weight: 378.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() CFD on Evercore Inc Class A | 192.26% | — | — | — | — | — | — |
2 ![]() CFD on Evercore Inc Class A | 186.10% | — | — | — | — | — | — |

