Portfolio
Aug 21, 2026- Stock97.44%
- Cash2.56%
Morningstar style box
Aug 21, 2026Current style: Mid Value
Large
Mid
Small
25%
0%
3%
39%
8%
0%
22%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 34.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.36% | Equity | Consumer Staples | Large Value | — | — | — | |
| 4.24% | Equity | Financials | Large Value | — | — | — | |
| 3.49% | Equity | Utilities | Large Value | — | — | — | |
| 3.44% | Equity | Utilities | Mid Value | — | — | — | |
| 3.25% | Equity | Energy | Large Value | — | — | — | |
| 3.22% | Equity | Utilities | Large Value | — | — | — | |
| 3.21% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.02% | Equity | Financials | Large Value | — | — | — | |
| 2.92% | Equity | Financials | Large Value | — | — | — | |
| 2.90% | Equity | Energy | Large Blend | — | — | — |
