Portfolio
Sep 10, 2026- Stock99.27%
- Cash0.73%
Morningstar style box
Sep 10, 2026Current style: Mid Value
Large
Mid
Small
33%
0%
0%
34%
3%
0%
26%
3%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 10, 2026Top 10 Holdings Weight: 59.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.63% | Equity | Energy | Large Value | — | — | — | |
| 7.23% | Equity | Energy | Large Value | — | — | — | |
| 7.08% | Equity | Energy | Large Blend | — | — | — | |
| 6.85% | Equity | Energy | Large Blend | — | — | — | |
| 5.72% | Equity | Energy | Large Value | — | — | — | |
| 5.57% | Equity | Energy | Mid Blend | — | — | — | |
| 5.24% | Equity | Energy | Mid Blend | — | — | — | |
| 4.91% | Equity | Energy | Large Value | — | — | — | |
| 4.67% | Equity | Energy | Large Value | — | — | — | |
| 4.62% | Equity | Energy | Large Value | — | — | — |
