Portfolio
Aug 21, 2026- Stock99.81%
- Cash0.19%
Morningstar style box
Aug 21, 2026Current style: Large Blend
Large
Mid
Small
13%
49%
26%
4%
4%
3%
0%
0%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 36.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.82% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 7.67% | Equity | Communication Services | Large Blend | — | — | — | |
| 4.69% | Equity | Industrials | — | — | — | — | |
| 3.94% | Equity | Information Technology | — | — | — | — | |
| 2.44% | Equity | Information Technology | — | — | — | — | |
| 2.37% | Equity | Financials | — | — | — | — | |
| 2.14% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 2.04% | Equity | Information Technology | Mid Value | — | — | — | |
| 1.89% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.70% | Equity | Consumer Discretionary | — | — | — | — |
