Portfolio
Aug 13, 2026- Stock97.46%
- Cash1.88%
- Other0.66%
Morningstar style box
Aug 13, 2026Current style: Mid Value
Large
Mid
Small
4%
16%
5%
17%
24%
2%
9%
23%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 36.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Equinix Inc | 6.99% | — | — | — | — | — | — |
2 Welltower Inc | 4.56% | — | — | — | — | — | — |
3 Prologis Inc | 4.55% | — | — | — | — | — | — |
4 Simon Property Group Inc | 3.83% | — | — | — | — | — | — |
5 VICI Properties Inc Ordinary Shares | 3.50% | — | — | — | — | — | — |
6 AvalonBay Communities Inc | 3.24% | — | — | — | — | — | — |
7 Equity Residential | 2.97% | — | — | — | — | — | — |
| 2.52% | Equity | Real Estate | Mid Value | — | — | — | |
9 Kimco Realty Corp | 2.07% | — | — | — | — | — | — |
10 Host Hotels & Resorts Inc | 1.96% | — | — | — | — | — | — |
