Portfolio
Sep 9, 2026- Stock99.87%
- Cash0.13%
Morningstar style box
Sep 9, 2026Current style: Large Value
Large
Mid
Small
59%
0%
0%
23%
16%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 9, 2026Top 10 Holdings Weight: 78.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 23.07% | Equity | Energy | Large Value | — | — | — | |
| 15.19% | Equity | Energy | Large Value | — | — | — | |
| 7.22% | Equity | Energy | Large Blend | — | — | — | |
| 6.60% | Equity | Energy | Large Value | — | — | — | |
| 5.21% | Equity | Energy | Large Blend | — | — | — | |
| 4.65% | Equity | Energy | Large Value | — | — | — | |
| 4.62% | Equity | Energy | Large Blend | — | — | — | |
| 4.29% | Equity | Energy | Large Value | — | — | — | |
| 4.19% | Equity | Energy | Large Blend | — | — | — | |
| 3.90% | Equity | Energy | Large Value | — | — | — |
