Portfolio
Aug 20, 2026- Stock98.14%
- Other2.37%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
29%
25%
38%
2%
0%
1%
0%
3%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 48.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 6.36% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.52% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.22% | Equity | Financials | Large Value | — | — | — | |
| 5.08% | Equity | Information Technology | Large Blend | — | — | — | |
| 4.64% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 4.54% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.45% | Equity | Health Care | Large Growth | — | — | — | |
| 4.42% | Equity | Energy | Large Value | — | — | — | |
| 4.41% | Equity | Industrials | Large Blend | — | — | — | |
10  AMDUSAMD | 4.11% | Equity | Information Technology | Large Growth | — | — | — |
