Portfolio
Aug 27, 2026- Stock99.63%
- Cash0.40%
- Other0.00%
Morningstar style box
Aug 27, 2026Current style: Mid Growth
Large
Mid
Small
3%
3%
20%
6%
9%
11%
18%
14%
15%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 48.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.75% | Equity | Information Technology | Mid Value | — | — | — | |
| 6.73% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.73% | Equity | Information Technology | Mid Blend | — | — | — | |
| 5.47% | Equity | Communication Services | Large Value | — | — | — | |
| 4.84% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.19% | Equity | Communication Services | Large Value | — | — | — | |
| 4.12% | Equity | Communication Services | Mid Growth | — | — | — | |
| 3.76% | Equity | Industrials | Small Growth | — | — | — | |
| 3.65% | Equity | Industrials | Mid Growth | — | — | — | |
| 3.59% | Equity | Communication Services | Mid Blend | — | — | — |
