Portfolio
Aug 12, 2026- Stock99.54%
- Cash0.41%
- Other0.05%
Morningstar style box
Aug 12, 2026Current style: Small Value
Large
Mid
Small
8%
0%
2%
10%
17%
3%
34%
22%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 12, 2026Top 10 Holdings Weight: 18.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.13% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 2.86% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.66% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.64% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.62% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 1.58% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 1.58% | Equity | Consumer Discretionary | Large Value | — | — | — | |
8  Welltower Inc | 1.52% | — | — | — | — | — | — |
9 UMH Properties Inc | 1.52% | — | — | — | — | — | — |
10 Public Storage | 1.51% | — | — | — | — | — | — |
