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Portfolio
Oct 29, 2026- Stock97.92%
- Other1.91%
- Cash0.16%
- Stock
- 97.92%
- Other
- 1.91%
- Cash
- 0.16%
Morningstar style box
Oct 29, 2026Current style: Mid Blend
Large
Mid
Small
8%
6%
6%
20%
28%
6%
9%
14%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 29, 2026Top 10 Holdings Weight: 51.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() American Tower Corp | 5.74% | — | — | — | — | — | — |
2 ![]() Crown Castle Inc | 5.70% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 5.41% | — | — | — | — | — | — |
4 ![]() Digital Realty Trust Inc | 5.27% | — | — | — | — | — | — |
5 ![]() Goodman Group | 5.26% | — | — | — | — | — | — |
6 ![]() SBA Communications Corp Class A | 5.25% | — | — | — | — | — | — |
7 ![]() Iron Mountain Inc | 5.23% | — | — | — | — | — | — |
8 ![]() Cellnex Telecom SA | 5.18% | — | — | — | — | — | — |
9 ![]() Prologis Inc | 5.09% | — | — | — | — | — | — |
10 ![]() Healthpeak Properties Inc | 3.67% | — | — | — | — | — | — |

