Portfolio
Aug 10, 2026- Stock80.00%
- Bond20.00%
Morningstar style box
Aug 10, 2026Current style: Large Value
Large
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100%
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0%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 10, 2026Top 3 Holdings Weight: 100.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 80.00% | Equity | Communication Services | Large Growth | — | — | — | |
2  Clear Street Pledged | 10.89% | — | — | — | — | — | — |
3 Cantor Pledged | 9.11% | — | — | — | — | — | — |
