Portfolio
Aug 20, 2026- Stock99.94%
- Cash0.06%
Morningstar style box
Aug 21, 2026Current style: Large Blend
Large
Mid
Small
8%
80%
12%
1%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 72.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.80% | Equity | Communication Services | Mid Value | — | — | — | |
| 8.55% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 8.43% | Equity | Information Technology | Mid Value | — | — | — | |
| 8.29% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.17% | Equity | Communication Services | Large Blend | — | — | — | |
| 8.09% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.61% | Equity | Information Technology | Mid Blend | — | — | — | |
| 5.62% | Equity | Information Technology | Mid Growth | — | — | — | |
| 5.08% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.90% | Equity | Communication Services | Mid Value | — | — | — |
