Portfolio
Aug 28, 2026- Stock98.98%
- Cash0.57%
- Other0.45%
Morningstar style box
Aug 28, 2026Current style: Mid Blend
Large
Mid
Small
1%
15%
12%
11%
33%
3%
7%
18%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 42.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 9.21% | — | — | — | — | — | — |
2 Prologis Inc | 7.29% | — | — | — | — | — | — |
3 Equinix Inc | 5.63% | — | — | — | — | — | — |
4 Simon Property Group Inc | 3.75% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 3.67% | — | — | — | — | — | — |
6 Realty Income Corp | 3.15% | — | — | — | — | — | — |
7 Public Storage | 2.88% | — | — | — | — | — | — |
8 Equity Residential | 2.73% | — | — | — | — | — | — |
9 Ventas Inc | 2.43% | — | — | — | — | — | — |
10 Goodman Group | 2.19% | — | — | — | — | — | — |