Portfolio
Aug 20, 2026- Stock99.55%
- Cash0.45%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
21%
29%
23%
6%
10%
6%
2%
3%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 36.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.22% | Equity | Information Technology | Large Growth | — | — | — | |
| 6.55% | Equity | Information Technology | Large Blend | — | — | — | |
| 5.30% | Equity | Communication Services | Large Growth | — | — | — | |
| 5.10% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.73% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.49% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.69% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.65% | Equity | Health Care | Large Growth | — | — | — | |
| 1.50% | Equity | Financials | Large Value | — | — | — | |
10  AMDUSAMD | 1.21% | Equity | Information Technology | Large Growth | — | — | — |
