Portfolio
Aug 19, 2026- Stock80.20%
- Cash19.80%
Morningstar style box
Aug 19, 2026Current style: Mid Value
Large
Mid
Small
10%
0%
0%
42%
5%
0%
24%
16%
3%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 61.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Dreyfus Govt Cash Man Ins | 12.90% | — | — | — | — | — | — |
| 11.55% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 7.18% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.42% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 4.99% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
6 Goldman Sachs Fin Gov 465 Institut | 4.79% | — | — | — | — | — | — |
7 Dow Jones U.S. Select Home Builders Index Swap | 4.13% | — | — | — | — | — | — |
| 3.67% | Equity | Materials | Large Blend | — | — | — | |
| 3.57% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.40% | Equity | Consumer Discretionary | Large Blend | — | — | — |
