Portfolio
Aug 20, 2026- Stock100.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
10%
84%
6%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 77.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.18% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 12.09% | Equity | Information Technology | Mid Value | — | — | — | |
| 10.92% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 9.90% | Equity | Industrials | Mid Value | — | — | — | |
| 6.10% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.80% | Equity | Consumer Staples | — | — | — | — | |
| 5.57% | Equity | Consumer Discretionary | Mid Growth | — | — | — | |
| 5.46% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 4.71% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 4.62% | Equity | Consumer Staples | — | — | — | — |
