95.6200.79% ( +0.750 )
Closed: Nov 9, 16:00:00 (EDT)Portfolio
Nov 6, 2026- Stock99.65%
- Cash0.35%
- Stock
- 99.65%
- Cash
- 0.35%
Morningstar style box
Nov 6, 2026Current style: Mid Blend
Large
Mid
Small
0%
0%
23%
0%
25%
7%
3%
41%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Nov 6, 2026Top 10 Holdings Weight: 69.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 22.90% | — | — | — | — | — | — |
2 ![]() Public Storage | 8.54% | — | — | — | — | — | — |
3 ![]() Vivmark Residential | 7.50% | — | — | — | — | — | — |
4 ![]() Ventas Inc | 6.83% | — | — | — | — | — | — |
5 ![]() Extra Space Storage Inc | 5.05% | — | — | — | — | — | — |
6 ![]() Essex Property Trust Inc | 4.15% | — | — | — | — | — | — |
7 ![]() Invitation Homes Inc | 3.83% | — | — | — | — | — | — |
8 ![]() Omega Healthcare Investors Inc | 3.48% | — | — | — | — | — | — |
9 ![]() Sun Communities Inc | 3.46% | — | — | — | — | — | — |
10 ![]() Healthpeak Properties Inc | 3.35% | — | — | — | — | — | — |

