Portfolio
Sep 15, 2026- Stock99.89%
- Cash0.11%
Morningstar style box
Sep 16, 2026Current style: Large Value
Large
Mid
Small
57%
16%
0%
10%
12%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 15, 2026Top 10 Holdings Weight: 57.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.07% | Equity | Financials | Large Value | — | — | — | |
| 11.84% | Equity | Financials | Large Value | — | — | — | |
| 7.80% | Equity | Financials | Large Blend | — | — | — | |
| 5.80% | Equity | Financials | Large Blend | — | — | — | |
| 4.79% | Equity | Financials | Large Value | — | — | — | |
| 3.50% | Equity | Financials | Large Blend | — | — | — | |
| 3.37% | Equity | Financials | Large Value | — | — | — | |
| 3.07% | Equity | Financials | Large Blend | — | — | — | |
| 2.87% | Equity | Financials | Large Value | — | — | — | |
| 2.18% | Equity | Financials | Large Blend | — | — | — |
