Portfolio
Aug 17, 2026- Stock99.86%
- Cash0.14%
Morningstar style box
Aug 17, 2026Current style: Large Blend
Large
Mid
Small
5%
78%
0%
6%
7%
4%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 60.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.77% | Equity | Communication Services | Large Blend | — | — | — | |
| 9.13% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 8.22% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.87% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 6.03% | Equity | Communication Services | Mid Value | — | — | — | |
| 4.13% | Equity | Real Estate | Mid Value | — | — | — | |
| 4.08% | Equity | Industrials | Mid Value | — | — | — | |
| 3.98% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.79% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 3.76% | Equity | Consumer Staples | Mid Blend | — | — | — |
