Portfolio
Aug 13, 2026- Stock96.66%
- Other3.62%
- Cash0.00%
Morningstar style box
Aug 13, 2026Current style: Small Growth
Large
Mid
Small
1%
1%
5%
0%
1%
9%
11%
39%
34%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 13, 2026Top 10 Holdings Weight: 60.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.34% | Equity | Information Technology | Small Growth | — | — | — | |
| 11.61% | Equity | Industrials | Small Blend | — | — | — | |
| 6.68% | Equity | Information Technology | Small Growth | — | — | — | |
| 5.52% | Equity | Industrials | Small Value | — | — | — | |
| 5.00% | Equity | Information Technology | Small Value | — | — | — | |
| 4.45% | Equity | Industrials | Small Blend | — | — | — | |
| 4.34% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.85% | Equity | Industrials | Mid Growth | — | — | — | |
| 3.24% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.23% | Equity | Industrials | Mid Blend | — | — | — |
