Portfolio
Aug 21, 2026- Stock47.03%
- Cash42.94%
- Other10.04%
Morningstar style box
Aug 21, 2026Current style: Large Value
Large
Mid
Small
56%
19%
0%
9%
11%
4%
0%
1%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 3 Holdings Weight: 332.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Trs Financial Select Sector Spdr /Long/ | 147.56% | — | — | — | — | — | — |
2 Trs Financial Select Sector Spdr /Short/ | 137.53% | — | — | — | — | — | — |
3 State Street®FinSelSectSPDR®ETF | 47.10% | — | — | — | — | — | — |