Portfolio
Aug 19, 2026- Stock99.72%
- Cash0.28%
Morningstar style box
Aug 19, 2026Current style: Mid Value
Large
Mid
Small
24%
0%
0%
51%
12%
0%
10%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 28.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 3.32% | Equity | Health Care | Large Value | — | — | — | |
| 3.22% | Equity | Communication Services | Large Value | — | — | — | |
| 3.16% | Equity | Consumer Staples | Large Value | — | — | — | |
4  VICI Properties Inc Ordinary Shares | 2.90% | — | — | — | — | — | — |
| 2.89% | Equity | Consumer Staples | Large Value | — | — | — | |
| 2.66% | Equity | Communication Services | Large Value | — | — | — | |
| 2.56% | Equity | Consumer Staples | Large Blend | — | — | — | |
| 2.56% | Equity | Communication Services | Large Value | — | — | — | |
9 Crown Castle Inc | 2.36% | — | — | — | — | — | — |
| 2.36% | Equity | Consumer Staples | Large Value | — | — | — |
