56.5100.76% ( -0.430 )
Closed: Oct 30, 16:00:00 (EDT)Portfolio
Oct 28, 2026- Stock99.92%
- Cash0.08%
- Stock
- 99.92%
- Cash
- 0.08%
Morningstar style box
Oct 29, 2026Current style: Large Value
Large
Mid
Small
53%
16%
1%
12%
14%
3%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 28, 2026Top 10 Holdings Weight: 57.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.57% | Equity | Financials | Large Value | — | — | — | |
| 11.37% | Equity | Financials | Large Value | — | — | — | |
| 8.71% | Equity | Financials | Large Blend | — | — | — | |
| 6.40% | Equity | Financials | Large Blend | — | — | — | |
| 4.14% | Equity | Financials | Large Value | — | — | — | |
| 3.36% | Equity | Financials | Large Blend | — | — | — | |
| 3.19% | Equity | Financials | Large Value | — | — | — | |
| 2.82% | Equity | Financials | Large Value | — | — | — | |
| 2.63% | Equity | Financials | Large Value | — | — | — | |
| 2.12% | Equity | Financials | Large Blend | — | — | — |










