Portfolio
Aug 20, 2026- Stock98.53%
- Cash1.10%
- Other0.38%
Morningstar style box
Aug 20, 2026Current style: Small Growth
Large
Mid
Small
0%
0%
0%
4%
8%
19%
28%
13%
28%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 58.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.75% | Equity | Health Care | Mid Growth | — | — | — | |
| 7.73% | Equity | Materials | Mid Growth | — | — | — | |
| 7.24% | Equity | Materials | Mid Blend | — | — | — | |
| 6.61% | Equity | Materials | Small Blend | — | — | — | |
| 5.19% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.99% | Equity | Financials | Mid Blend | — | — | — | |
| 4.87% | Equity | Health Care | Mid Blend | — | — | — | |
| 4.82% | Equity | Financials | Small Blend | — | — | — | |
| 4.43% | Equity | Financials | Small Blend | — | — | — | |
| 3.72% | Equity | Utilities | Mid Value | — | — | — |
