Portfolio
Aug 21, 2026- Stock99.89%
- Cash0.11%
Morningstar style box
Aug 24, 2026Current style: Small Value
Large
Mid
Small
10%
0%
0%
28%
3%
2%
42%
11%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 29.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.67% | Equity | Energy | Large Blend | — | — | — | |
| 3.11% | Equity | Energy | Mid Blend | — | — | — | |
| 3.10% | Equity | Energy | Large Blend | — | — | — | |
| 3.03% | Equity | Energy | Large Blend | — | — | — | |
| 3.02% | Equity | Energy | Large Blend | — | — | — | |
| 3.00% | Equity | Energy | Large Blend | — | — | — | |
| 2.90% | Equity | Energy | Mid Blend | — | — | — | |
| 2.70% | Equity | Energy | Large Value | — | — | — | |
| 2.66% | Equity | Energy | Mid Blend | — | — | — | |
| 2.56% | Equity | Energy | Large Value | — | — | — |
