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Portfolio
Oct 14, 2026- Stock99.75%
- Cash0.25%
- Stock
- 99.75%
- Cash
- 0.25%
Morningstar style box
Oct 14, 2026Current style: Mid Blend
Large
Mid
Small
0%
0%
23%
5%
27%
0%
3%
41%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 14, 2026Top 10 Holdings Weight: 69.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 23.32% | — | — | — | — | — | — |
2 ![]() Public Storage | 7.85% | — | — | — | — | — | — |
3 ![]() Vivmark Residential | 7.48% | — | — | — | — | — | — |
4 ![]() Ventas Inc | 6.97% | — | — | — | — | — | — |
5 ![]() Extra Space Storage Inc | 4.57% | — | — | — | — | — | — |
6 ![]() Essex Property Trust Inc | 4.42% | — | — | — | — | — | — |
7 ![]() Invitation Homes Inc | 4.03% | — | — | — | — | — | — |
8 ![]() Sun Communities Inc | 3.53% | — | — | — | — | — | — |
9 ![]() Omega Healthcare Investors Inc | 3.50% | — | — | — | — | — | — |
10 ![]() Mid-America Apartment Communities Inc | 3.38% | — | — | — | — | — | — |

