Portfolio
Aug 18, 2026- Stock99.69%
- Cash0.31%
Morningstar style box
Aug 18, 2026Current style: Large Value
Large
Mid
Small
47%
0%
0%
32%
19%
1%
1%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 18, 2026Top 10 Holdings Weight: 78.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 23.85% | Equity | Energy | Large Value | — | — | — | |
| 14.72% | Equity | Energy | Large Value | — | — | — | |
| 6.55% | Equity | Energy | Large Blend | — | — | — | |
| 6.31% | Equity | Energy | Large Value | — | — | — | |
| 4.90% | Equity | Energy | Large Blend | — | — | — | |
| 4.71% | Equity | Energy | Large Value | — | — | — | |
| 4.65% | Equity | Energy | Large Blend | — | — | — | |
| 4.37% | Equity | Energy | Large Value | — | — | — | |
| 4.01% | Equity | Energy | Large Blend | — | — | — | |
| 3.97% | Equity | Energy | Large Value | — | — | — |
