Portfolio
Sep 9, 2026- Stock99.35%
- Cash0.65%
Morningstar style box
Sep 9, 2026Current style: Mid Value
Large
Mid
Small
33%
0%
0%
34%
3%
0%
26%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 9, 2026Top 10 Holdings Weight: 59.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.63% | Equity | Energy | Large Value | — | — | — | |
| 7.22% | Equity | Energy | Large Value | — | — | — | |
| 7.13% | Equity | Energy | Large Blend | — | — | — | |
| 6.79% | Equity | Energy | Large Blend | — | — | — | |
| 5.73% | Equity | Energy | Large Value | — | — | — | |
| 5.54% | Equity | Energy | Mid Blend | — | — | — | |
| 5.24% | Equity | Energy | Mid Blend | — | — | — | |
| 4.97% | Equity | Energy | Large Value | — | — | — | |
| 4.72% | Equity | Energy | Large Value | — | — | — | |
| 4.59% | Equity | Energy | Large Value | — | — | — |
