Portfolio
Sep 24, 2026- Stock99.89%
- Cash0.11%
Morningstar style box
Sep 24, 2026Current style: Mid Blend
Large
Mid
Small
9%
5%
10%
6%
30%
7%
11%
21%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 24, 2026Top 10 Holdings Weight: 51.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 9.98% | — | — | — | — | — | — |
2 Prologis Inc | 8.86% | — | — | — | — | — | — |
3 Equinix Inc | 4.75% | — | — | — | — | — | — |
4 American Tower Corp | 4.60% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 4.60% | — | — | — | — | — | — |
6 Simon Property Group Inc | 4.53% | — | — | — | — | — | — |
7 Realty Income Corp | 3.85% | — | — | — | — | — | — |
8 Public Storage | 3.53% | — | — | — | — | — | — |
9 Ventas Inc | 3.25% | — | — | — | — | — | — |
10 Vivmark Residential | 3.23% | — | — | — | — | — | — |