Portfolio
Aug 21, 2026- Stock99.08%
- Cash0.92%
Morningstar style box
Aug 21, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
2%
0%
3%
44%
37%
14%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 21, 2026Top 10 Holdings Weight: 30.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 4.33% | Equity | Energy | Small Value | — | — | — | |
| 3.75% | Equity | Information Technology | Small Blend | — | — | — | |
| 3.14% | Equity | Financials | Small Value | — | — | — | |
| 2.98% | Equity | Industrials | Mid Value | — | — | — | |
| 2.81% | Equity | Financials | Small Value | — | — | — | |
| 2.79% | Equity | Financials | Small Value | — | — | — | |
| 2.77% | Equity | Consumer Discretionary | Mid Blend | — | — | — | |
| 2.73% | Equity | Energy | Mid Value | — | — | — | |
| 2.52% | Equity | Financials | Small Growth | — | — | — | |
| 2.45% | Equity | Information Technology | Small Blend | — | — | — |
