Portfolio
Aug 20, 2026- Stock98.71%
- Cash1.29%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
12%
79%
4%
0%
5%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 80.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 23.69% | Equity | Financials | — | — | — | — | |
| 22.50% | Equity | Financials | — | — | — | — | |
| 5.16% | Equity | Consumer Discretionary | Large Growth | — | — | — | |
| 4.62% | Equity | Industrials | — | — | — | — | |
| 4.45% | Equity | Financials | — | — | — | — | |
| 4.27% | Equity | Industrials | — | — | — | — | |
| 4.13% | Equity | Financials | — | — | — | — | |
| 4.00% | Equity | Industrials | — | — | — | — | |
| 3.85% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.80% | Equity | Industrials | — | — | — | — |
