Portfolio
Aug 17, 2026- Stock99.98%
- Cash0.02%
Morningstar style box
Aug 18, 2026Current style: Mid Blend
Large
Mid
Small
0%
16%
11%
11%
48%
6%
1%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 61.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Welltower Inc | 11.25% | — | — | — | — | — | — |
2 Prologis Inc | 8.99% | — | — | — | — | — | — |
3 Equinix Inc | 7.24% | — | — | — | — | — | — |
4 American Tower Corp | 5.44% | — | — | — | — | — | — |
5 Digital Realty Trust Inc | 5.11% | — | — | — | — | — | — |
6 Simon Property Group Inc | 4.84% | — | — | — | — | — | — |
7 Equity Residential | 4.80% | — | — | — | — | — | — |
8 Public Storage | 4.76% | — | — | — | — | — | — |
9 Ventas Inc | 4.53% | — | — | — | — | — | — |
10 Realty Income Corp | 4.50% | — | — | — | — | — | — |