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Portfolio
Oct 23, 2026- Stock99.94%
- Cash0.06%
- Stock
- 99.94%
- Cash
- 0.06%
Morningstar style box
Oct 26, 2026Current style: Mid Blend
Large
Mid
Small
8%
6%
12%
17%
38%
0%
1%
16%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 23, 2026Top 10 Holdings Weight: 59.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 11.72% | — | — | — | — | — | — |
2 ![]() Prologis Inc | 8.11% | — | — | — | — | — | — |
3 ![]() Equinix Inc | 6.45% | — | — | — | — | — | — |
4 ![]() American Tower Corp | 5.93% | — | — | — | — | — | — |
5 ![]() Public Storage | 4.74% | — | — | — | — | — | — |
6 ![]() Simon Property Group Inc | 4.73% | — | — | — | — | — | — |
7 ![]() Ventas Inc | 4.45% | — | — | — | — | — | — |
8 ![]() Vivmark Residential | 4.39% | — | — | — | — | — | — |
9 ![]() Realty Income Corp | 4.32% | — | — | — | — | — | — |
10 ![]() Crown Castle Inc | 4.20% | — | — | — | — | — | — |

