Portfolio
Aug 18, 2026- Stock99.17%
- Cash0.64%
- Other0.19%
Morningstar style box
Aug 18, 2026Current style: Mid Value
Large
Mid
Small
4%
13%
0%
38%
28%
0%
9%
7%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 62.8%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.88% | Equity | Energy | Large Blend | — | — | — | |
| 7.53% | Equity | Energy | Large Blend | — | — | — | |
| 7.44% | Equity | Energy | Large Value | — | — | — | |
| 7.39% | Equity | Energy | Large Blend | — | — | — | |
| 7.07% | Equity | Energy | Large Blend | — | — | — | |
| 6.74% | Equity | Energy | Large Value | — | — | — | |
| 6.59% | Equity | Energy | Large Blend | — | — | — | |
| 4.35% | Equity | Energy | Large Blend | — | — | — | |
| 3.94% | Equity | Energy | Large Value | — | — | — | |
| 3.90% | Equity | Energy | Large Value | — | — | — |
