Portfolio
Aug 21, 2026- Stock99.90%
- Cash0.10%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
35%
26%
18%
8%
8%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 38.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.36% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.98% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 5.80% | Equity | Communication Services | Large Growth | — | — | — | |
| 5.26% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.26% | Equity | Information Technology | Large Blend | — | — | — | |
| 2.72% | Equity | Communication Services | Large Blend | — | — | — | |
| 2.15% | Equity | Financials | Large Value | — | — | — | |
| 1.63% | Equity | Financials | Large Value | — | — | — | |
| 1.50% | Equity | Information Technology | Large Growth | — | — | — | |
| 1.46% | Equity | Information Technology | Large Growth | — | — | — |
