Portfolio
Aug 28, 2026- Stock99.31%
- Cash0.69%
Morningstar style box
Aug 28, 2026Current style: Large Value
Large
Mid
Small
35%
55%
8%
1%
2%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 28, 2026Top 10 Holdings Weight: 48.7%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.87% | Equity | Financials | Large Blend | — | — | — | |
| 7.64% | Equity | Communication Services | Large Blend | — | — | — | |
| 7.04% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 5.22% | Equity | Financials | Large Value | — | — | — | |
| 4.71% | Equity | Financials | Large Value | — | — | — | |
| 3.65% | Equity | Financials | Large Value | — | — | — | |
| 3.04% | Equity | Financials | Large Growth | — | — | — | |
| 3.00% | Equity | Information Technology | Large Value | — | — | — | |
| 2.93% | Equity | Communication Services | Large Value | — | — | — | |
| 2.56% | Equity | Consumer Discretionary | Large Value | — | — | — |
