Portfolio
Aug 19, 2026- Stock99.63%
- Cash0.37%
Morningstar style box
Aug 19, 2026Current style: Large Value
Large
Mid
Small
15%
69%
5%
4%
5%
0%
2%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 19, 2026Top 10 Holdings Weight: 57.6%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.07% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.40% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 8.24% | Equity | Consumer Discretionary | Large Value | — | — | — | |
| 6.58% | Equity | Communication Services | Large Value | — | — | — | |
| 5.55% | Equity | Communication Services | — | — | — | — | |
| 4.33% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 4.04% | Equity | Industrials | Mid Blend | — | — | — | |
| 3.86% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.82% | Equity | Consumer Discretionary | Mid Value | — | — | — | |
| 3.69% | Equity | Industrials | Mid Value | — | — | — |
