Portfolio
Aug 20, 2026- Stock98.06%
- Cash1.93%
- Preferred0.00%
Morningstar style box
Aug 20, 2026Current style: Small Blend
Large
Mid
Small
0%
0%
0%
5%
6%
8%
24%
34%
22%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 6.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 0.85% | Equity | Health Care | Mid Growth | — | — | — | |
| 0.74% | Equity | Information Technology | Mid Blend | — | — | — | |
| 0.68% | Equity | Information Technology | Large Blend | — | — | — | |
| 0.65% | Equity | Energy | Large Blend | — | — | — | |
| 0.63% | Equity | Industrials | Mid Value | — | — | — | |
| 0.55% | Equity | Industrials | Large Value | — | — | — | |
| 0.54% | Equity | Information Technology | Small Value | — | — | — | |
| 0.53% | Equity | Communication Services | Small Blend | — | — | — | |
| 0.51% | Equity | Health Care | Mid Blend | — | — | — | |
| 0.51% | Equity | Consumer Discretionary | Mid Blend | — | — | — |
