Portfolio
Aug 21, 2026- Stock99.53%
- Cash0.47%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
47%
0%
0%
32%
19%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 78.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 23.84% | Equity | Energy | Large Value | — | — | — | |
| 14.73% | Equity | Energy | Large Value | — | — | — | |
| 6.58% | Equity | Energy | Large Value | — | — | — | |
| 6.54% | Equity | Energy | Large Blend | — | — | — | |
| 4.91% | Equity | Energy | Large Blend | — | — | — | |
| 4.78% | Equity | Energy | Large Value | — | — | — | |
| 4.37% | Equity | Energy | Large Blend | — | — | — | |
| 4.24% | Equity | Energy | Large Value | — | — | — | |
| 4.10% | Equity | Energy | Large Value | — | — | — | |
| 3.96% | Equity | Energy | Large Blend | — | — | — |
