Portfolio
Aug 24, 2026- Stock98.42%
- Cash0.84%
- Other0.74%
Morningstar style box
Aug 24, 2026Current style: Large Growth
Large
Mid
Small
17%
24%
44%
2%
5%
5%
1%
0%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 53.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.22% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 7.35% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 7.14% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.13% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.48% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.02% | Equity | Financials | Large Value | — | — | — | |
| 4.02% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.79% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.67% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.56% | Equity | Communication Services | Large Growth | — | — | — |
