Portfolio
Sep 11, 2026- Stock99.84%
- Cash0.16%
Morningstar style box
Sep 11, 2026Current style: Large Value
Large
Mid
Small
28%
24%
1%
31%
13%
2%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 44.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 21.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.27% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.65% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.05% | Equity | Communication Services | Large Value | — | — | — | |
| 2.71% | Equity | Communication Services | Large Value | — | — | — | |
| 2.13% | Equity | Financials | Large Value | — | — | — | |
| 1.93% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.93% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.89% | Equity | Information Technology | Large Blend | — | — | — | |
| 1.77% | Equity | Communication Services | Large Value | — | — | — |
