Portfolio
Aug 20, 2026- Stock99.84%
- Cash0.16%
Morningstar style box
Aug 20, 2026Current style: Mid Blend
Large
Mid
Small
0%
14%
11%
11%
41%
5%
5%
12%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 52.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.04% | — | — | — | — | — | — |
2 Prologis Inc | 8.98% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 4.87% | — | — | — | — | — | — |
4 Equinix Inc | 4.61% | — | — | — | — | — | — |
5 Simon Property Group Inc | 4.57% | — | — | — | — | — | — |
6 Realty Income Corp | 4.25% | — | — | — | — | — | — |
7 American Tower Corp | 4.04% | — | — | — | — | — | — |
8 Public Storage | 3.90% | — | — | — | — | — | — |
9 Equity Residential | 3.44% | — | — | — | — | — | — |
10 Ventas Inc | 3.25% | — | — | — | — | — | — |