Portfolio
Aug 17, 2026- Stock100.14%
- Cash0.00%
Morningstar style box
Aug 17, 2026Current style: Mid Value
Large
Mid
Small
0%
0%
0%
64%
0%
0%
36%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 90.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 13.92% | Equity | Energy | Large Blend | — | — | — | |
| 12.41% | Equity | Energy | Large Value | — | — | — | |
| 11.41% | Equity | Energy | Large Value | — | — | — | |
| 10.07% | Equity | Energy | Large Value | — | — | — | |
| 9.68% | Equity | Energy | Large Value | — | — | — | |
| 8.38% | Equity | Energy | Large Blend | — | — | — | |
| 8.30% | Equity | Energy | Mid Blend | — | — | — | |
| 6.88% | Equity | Energy | Large Blend | — | — | — | |
| 5.38% | Equity | Energy | Mid Blend | — | — | — | |
| 4.42% | Equity | Energy | Mid Value | — | — | — |
