Portfolio
Aug 19, 2026- Stock88.50%
- Cash11.50%
Morningstar style box
Aug 19, 2026Current style: Mid Blend
Large
Mid
Small
0%
16%
11%
11%
48%
6%
1%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 71.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 18.31% | — | — | — | — | — | — |
2 Real Estate Select Sector Index Swap | 8.19% | — | — | — | — | — | — |
3 Welltower Inc | 8.17% | — | — | — | — | — | — |
4 Real Estate Select Sector Index Swap | 7.51% | — | — | — | — | — | — |
5 Goldman Finl Sq Trsry Inst 506 | 6.60% | — | — | — | — | — | — |
6 Prologis Inc | 6.57% | — | — | — | — | — | — |
7 Equinix Inc | 5.21% | — | — | — | — | — | — |
8 American Tower Corp | 3.99% | — | — | — | — | — | — |
9 Digital Realty Trust Inc | 3.65% | — | — | — | — | — | — |
10 Simon Property Group Inc | 3.55% | — | — | — | — | — | — |