Portfolio
Aug 21, 2026- Stock42.56%
- Cash37.90%
- Other19.54%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
47%
0%
0%
34%
16%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 3 Holdings Weight: 183.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Trs Energy Select Sector Spdr /Long/ | 80.18% | — | — | — | — | — | — |
2 Trs Energy Select Sector Spdr /Short/ | 60.64% | — | — | — | — | — | — |
3 State Street®EngySelSectSPDR®ETF | 42.63% | — | — | — | — | — | — |