Portfolio
Aug 20, 2026- Stock99.92%
- Cash0.08%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
29%
39%
30%
1%
1%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 23.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.90% | Equity | Industrials | — | — | — | — | |
| 3.86% | Equity | Information Technology | — | — | — | — | |
| 3.10% | Equity | Consumer Staples | — | — | — | — | |
| 2.21% | Equity | Information Technology | — | — | — | — | |
| 2.16% | Equity | Materials | — | — | — | — | |
| 2.13% | Equity | Financials | — | — | — | — | |
| 1.84% | Equity | Financials | — | — | — | — | |
| 1.59% | Equity | Consumer Discretionary | — | — | — | — | |
| 1.58% | Equity | Health Care | — | — | — | — | |
| 1.32% | Equity | Utilities | — | — | — | — |
