Portfolio
Aug 20, 2026- Stock99.78%
- Cash0.22%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
10%
31%
12%
5%
20%
12%
2%
6%
2%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 36.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.23% | Equity | Financials | Large Blend | — | — | — | |
| 5.55% | Equity | Financials | Large Blend | — | — | — | |
| 4.43% | Equity | Industrials | Large Blend | — | — | — | |
| 4.26% | Equity | Industrials | Large Growth | — | — | — | |
| 3.43% | Equity | Industrials | Large Blend | — | — | — | |
| 3.11% | Equity | Industrials | Large Blend | — | — | — | |
| 2.16% | Equity | Industrials | Large Blend | — | — | — | |
| 2.10% | Equity | Financials | Large Blend | — | — | — | |
| 1.96% | Equity | Industrials | Large Growth | — | — | — | |
| 1.93% | Equity | Industrials | Large Blend | — | — | — |
