Portfolio
Aug 21, 2026- Stock99.97%
- Cash0.03%
Morningstar style box
Aug 21, 2026Current style: Small Value
Large
Mid
Small
7%
3%
0%
14%
7%
4%
27%
27%
11%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 39.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.42% | Equity | Industrials | Large Value | — | — | — | |
| 4.34% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 4.31% | Equity | Industrials | Large Blend | — | — | — | |
| 3.96% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.95% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 3.85% | Equity | Industrials | Large Blend | — | — | — | |
| 3.81% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.74% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 3.65% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.64% | Equity | Consumer Discretionary | Large Value | — | — | — |
