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Portfolio
Oct 21, 2026- Stock100.78%
- Cash0.00%
- Stock
- 100.78%
- Cash
- 0.00%
Morningstar style box
Oct 22, 2026Current style: Small Value
Large
Mid
Small
7%
4%
0%
13%
7%
7%
23%
33%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 35.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.82% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.77% | Equity | Industrials | Large Blend | — | — | — | |
| 3.72% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.68% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.65% | Equity | Industrials | Large Value | — | — | — | |
| 3.45% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.43% | Equity | Industrials | Mid Value | — | — | — | |
| 3.43% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.39% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.39% | Equity | Consumer Discretionary | Large Value | — | — | — |










