Portfolio
Mar 31, 2026- Stock100.29%
- Cash0.00%
Morningstar style box
Mar 31, 2026Current style: Mid Blend
Large
Mid
Small
10%
7%
10%
17%
18%
16%
3%
6%
14%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Mar 31, 2026Top 10 Holdings Weight: 36.9%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.16% | Equity | Industrials | Mid Blend | — | — | — | |
| 4.05% | Equity | Energy | Large Blend | — | — | — | |
| 3.95% | Equity | Energy | Large Blend | — | — | — | |
| 3.76% | Equity | Industrials | Large Growth | — | — | — | |
| 3.72% | Equity | Industrials | Large Blend | — | — | — | |
| 3.63% | Equity | Energy | Large Blend | — | — | — | |
| 3.45% | Equity | Industrials | Large Growth | — | — | — | |
| 3.45% | Equity | Utilities | Large Blend | — | — | — | |
| 3.41% | Equity | Utilities | Large Blend | — | — | — | |
| 3.33% | Equity | Energy | Mid Value | — | — | — |
