Portfolio
Sep 25, 2026- Stock99.95%
- Cash0.05%
Morningstar style box
Sep 25, 2026Current style: Mid Blend
Large
Mid
Small
9%
7%
12%
8%
41%
10%
3%
9%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 25, 2026Top 10 Holdings Weight: 59.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.54% | — | — | — | — | — | — |
2 Prologis Inc | 8.75% | — | — | — | — | — | — |
3 Equinix Inc | 6.88% | — | — | — | — | — | — |
4 American Tower Corp | 5.45% | — | — | — | — | — | — |
5 Simon Property Group Inc | 4.66% | — | — | — | — | — | — |
6 Public Storage | 4.55% | — | — | — | — | — | — |
7 Ventas Inc | 4.51% | — | — | — | — | — | — |
| 4.44% | Equity | Real Estate | Large Blend | — | — | — | |
9 Vivmark Residential | 4.41% | — | — | — | — | — | — |
10 Digital Realty Trust Inc | 4.40% | — | — | — | — | — | — |
