Portfolio
Aug 19, 2026- Stock99.45%
- Cash0.55%
Morningstar style box
Aug 19, 2026Current style: Large Value
Large
Mid
Small
35%
55%
8%
1%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 49.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.90% | Equity | Financials | Mid Blend | — | — | — | |
| 7.71% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.55% | Equity | Communication Services | Large Blend | — | — | — | |
| 5.19% | Equity | Financials | Mid Value | — | — | — | |
| 4.58% | Equity | Financials | Mid Value | — | — | — | |
| 3.63% | Equity | Financials | Mid Value | — | — | — | |
| 3.05% | Equity | Communication Services | Mid Value | — | — | — | |
| 2.99% | Equity | Financials | Mid Growth | — | — | — | |
| 2.97% | Equity | Information Technology | Mid Value | — | — | — | |
| 2.89% | Equity | Consumer Discretionary | Mid Value | — | — | — |
