Portfolio
Aug 19, 2026- Stock99.93%
- Cash0.07%
Morningstar style box
Aug 19, 2026Current style: Large Value
Large
Mid
Small
60%
0%
0%
19%
17%
0%
2%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 60.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.82% | Equity | Financials | Large Value | — | — | — | |
| 8.60% | Equity | Financials | Large Value | — | — | — | |
| 7.99% | Equity | Financials | Large Value | — | — | — | |
| 7.42% | Equity | Financials | Large Blend | — | — | — | |
| 7.18% | Equity | Financials | Large Blend | — | — | — | |
| 4.30% | Equity | Financials | Large Value | — | — | — | |
| 4.23% | Equity | Financials | Large Blend | — | — | — | |
| 4.13% | Equity | Financials | Mid Value | — | — | — | |
| 4.13% | Equity | Financials | Large Value | — | — | — | |
| 4.02% | Equity | Financials | Large Value | — | — | — |
