Portfolio
Aug 18, 2026- Stock99.96%
- Cash0.04%
Morningstar style box
Aug 19, 2026Current style: Small Value
Large
Mid
Small
7%
1%
0%
7%
6%
2%
51%
26%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 11.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.14% | Equity | Financials | Small Value | — | — | — | |
| 1.14% | Equity | Financials | Small Value | — | — | — | |
| 1.14% | Equity | Financials | Mid Value | — | — | — | |
| 1.11% | Equity | Financials | Mid Value | — | — | — | |
| 1.11% | Equity | Financials | Large Blend | — | — | — | |
| 1.10% | Equity | Financials | Small Blend | — | — | — | |
| 1.10% | Equity | Financials | Large Value | — | — | — | |
| 1.08% | Equity | Financials | Mid Value | — | — | — | |
| 1.08% | Equity | Financials | Large Blend | — | — | — | |
| 1.07% | Equity | Financials | Large Value | — | — | — |
