Portfolio
Aug 18, 2026- Stock98.44%
- Cash1.44%
- Other0.11%
Morningstar style box
Aug 18, 2026Current style: Large Blend
Large
Mid
Small
5%
66%
22%
0%
2%
5%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 57.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.83% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.22% | Equity | Communication Services | Large Blend | — | — | — | |
| 6.47% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.98% | Equity | Health Care | — | — | — | — | |
| 4.93% | Equity | Information Technology | Mid Value | — | — | — | |
| 4.88% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 4.50% | Equity | Industrials | Small Growth | — | — | — | |
| 4.49% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.47% | Equity | Industrials | Mid Blend | — | — | — | |
| 4.37% | Equity | Information Technology | — | — | — | — |
