Portfolio
Aug 18, 2026- Stock95.89%
- Cash4.11%
Morningstar style box
Aug 18, 2026Current style: Large Value
Large
Mid
Small
14%
24%
6%
16%
28%
0%
3%
8%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 33.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.91% | Equity | Health Care | Large Blend | — | — | — | |
| 3.71% | Equity | Health Care | Large Value | — | — | — | |
| 3.70% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.32% | Equity | Health Care | Large Value | — | — | — | |
| 3.27% | Equity | Financials | Large Value | — | — | — | |
| 3.27% | Equity | Financials | Large Blend | — | — | — | |
| 3.24% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.18% | Equity | Industrials | Mid Value | — | — | — | |
| 3.15% | Equity | Materials | Large Value | — | — | — | |
| 3.12% | Equity | Information Technology | Large Blend | — | — | — |
