20.1460.32% ( +0.064 )
Closed: Oct 22, 16:00:00 (EDT)Portfolio
Oct 21, 2026- Stock99.19%
- Cash0.49%
- Other0.31%
- Stock
- 99.19%
- Cash
- 0.49%
- Other
- 0.31%
Morningstar style box
Oct 21, 2026Current style: Mid Blend
Large
Mid
Small
7%
6%
16%
7%
43%
0%
4%
17%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 64.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Welltower Inc | 11.29% | — | — | — | — | — | — |
2 ![]() Iron Mountain Inc | 10.43% | — | — | — | — | — | — |
3 ![]() Simon Property Group Inc | 7.78% | — | — | — | — | — | — |
4 ![]() Vivmark Residential | 6.68% | — | — | — | — | — | — |
5 ![]() Prologis Inc | 6.25% | — | — | — | — | — | — |
6 ![]() Equinix Inc | 5.65% | — | — | — | — | — | — |
7 ![]() Nippon Prologis REIT Inc | 4.21% | — | — | — | — | — | — |
8 ![]() Digital Realty Trust Inc | 4.17% | — | — | — | — | — | — |
9 ![]() Granite Real Estate Investment Trust Unit | 3.89% | — | — | — | — | — | — |
10 ![]() Goodman Group | 3.69% | — | — | — | — | — | — |

