Portfolio
Oct 1, 2026- Other76.74%
- Cash14.02%
- Stock9.25%
Morningstar style box
Oct 1, 2026Current style: Large Growth
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 1, 2026Top 10 Holdings Weight: 121.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Hood Swap Asset Leg | 26.22% | — | — | — | — | — | — |
2 Hood Swap Asset Leg | 22.30% | — | — | — | — | — | — |
3 Goldman Finl Sq Trsry Inst 506 | 13.79% | — | — | — | — | — | — |
4 Hood Swap Asset Leg | 9.99% | — | — | — | — | — | — |
5 Hood Swap Asset Leg | 9.91% | — | — | — | — | — | — |
| 9.25% | Equity | Financials | Large Growth | — | — | — | |
7 Goldman Sachs Fin Gov 465 Institut | 8.82% | — | — | — | — | — | — |
8 Hood Swap Asset Leg | 8.31% | — | — | — | — | — | — |
9 Dreyfus Govt Cash Man Ins | 8.21% | — | — | — | — | — | — |
10 Dreyfus Trsry Securities Cash Mgmt | 4.21% | — | — | — | — | — | — |
