Portfolio
Aug 20, 2026- Cash79.15%
- Stock20.85%
Morningstar style box
Aug 20, 2026Current style: Mid Value
Large
Mid
Small
73%
0%
0%
0%
0%
0%
15%
12%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 6 Holdings Weight: 20.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 5.26% | Equity | Consumer Staples | Large Value | — | — | — | |
| 5.11% | Equity | Consumer Staples | Large Value | — | — | — | |
| 4.80% | Equity | Consumer Staples | Large Value | — | — | — | |
| 2.52% | Equity | Consumer Discretionary | Small Blend | — | — | — | |
| 1.84% | Equity | Communication Services | Small Value | — | — | — | |
| 1.33% | Equity | Materials | Small Value | — | — | — |
