Portfolio
Aug 17, 2026- Stock99.89%
- Cash0.11%
Morningstar style box
Aug 17, 2026Current style: Large Value
Large
Mid
Small
44%
16%
0%
14%
18%
1%
4%
2%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 65.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.12% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 12.91% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 11.20% | Equity | Consumer Staples | Large Value | — | — | — | |
| 7.45% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 4.19% | Equity | Health Care | Large Value | — | — | — | |
| 4.00% | Equity | Health Care | Large Value | — | — | — | |
| 3.82% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.25% | Equity | Consumer Staples | Large Value | — | — | — | |
| 3.02% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.82% | Equity | Consumer Staples | Large Growth | — | — | — |
