Portfolio
Aug 19, 2026- Stock99.15%
- Cash0.85%
Morningstar style box
Aug 19, 2026Current style: Large Value
Large
Mid
Small
46%
50%
3%
0%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 58.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.05% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 8.99% | Equity | Financials | Mid Value | — | — | — | |
| 8.60% | Equity | Communication Services | Large Blend | — | — | — | |
| 6.26% | Equity | Financials | Mid Value | — | — | — | |
| 5.01% | Equity | Information Technology | Mid Value | — | — | — | |
| 4.98% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.84% | Equity | Financials | Mid Value | — | — | — | |
| 3.71% | Equity | Communication Services | Mid Value | — | — | — | |
| 3.69% | Equity | Financials | Mid Value | — | — | — | |
| 3.46% | Equity | Consumer Discretionary | Large Value | — | — | — |
