Portfolio
Aug 20, 2026- Stock99.75%
- Other2.64%
- Cash0.00%
Morningstar style box
Aug 20, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
0%
0%
0%
27%
10%
63%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 95.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 18.73% | Equity | Information Technology | Mid Blend | — | — | — | |
| 16.16% | Equity | Information Technology | Small Blend | — | — | — | |
| 15.88% | Equity | Information Technology | Small Blend | — | — | — | |
| 7.86% | Equity | Information Technology | Small Blend | — | — | — | |
| 6.95% | Equity | Information Technology | Small Growth | — | — | — | |
| 6.25% | Equity | Information Technology | Small Growth | — | — | — | |
| 6.01% | Equity | Information Technology | Small Value | — | — | — | |
| 5.98% | Equity | Information Technology | Small Blend | — | — | — | |
| 5.96% | Equity | Information Technology | Small Growth | — | — | — | |
| 5.35% | Equity | Information Technology | Small Blend | — | — | — |
