Portfolio
Sep 3, 2026- Stock99.83%
- Cash0.17%
Morningstar style box
Sep 3, 2026Current style: Mid Growth
Large
Mid
Small
5%
10%
16%
1%
0%
28%
11%
19%
10%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 3, 2026Top 10 Holdings Weight: 66.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 15.38% | Equity | Financials | Large Value | — | — | — | |
| 10.06% | Equity | Information Technology | Mid Growth | — | — | — | |
| 7.82% | Equity | Information Technology | Small Blend | — | — | — | |
| 7.06% | Equity | Information Technology | Mid Blend | — | — | — | |
| 4.84% | Equity | Financials | Large Blend | — | — | — | |
| 4.69% | Equity | Information Technology | Mid Growth | — | — | — | |
| 4.52% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.97% | Equity | Information Technology | Large Growth | — | — | — | |
| 3.88% | Equity | Communication Services | Large Blend | — | — | — | |
| 3.84% | Equity | Information Technology | Mid Blend | — | — | — |
