Portfolio
Jul 31, 2026- Stock95.59%
- Cash4.41%
Morningstar style box
Jul 31, 2026Current style: Large Growth
Large
Mid
Small
8%
12%
31%
2%
10%
15%
5%
13%
4%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 31, 2026Top 10 Holdings Weight: 43.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 8.02% | Equity | Industrials | Large Growth | — | — | — | |
| 5.35% | Equity | Information Technology | Large Growth | — | — | — | |
| 5.04% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.78% | Equity | Information Technology | Large Growth | — | — | — | |
5  Columbia Short-Term Cash | 4.41% | — | — | — | — | — | — |
| 3.90% | Equity | Communication Services | Large Growth | — | — | — | |
| 3.16% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.03% | Equity | Information Technology | Large Blend | — | — | — | |
| 3.00% | Equity | Information Technology | Large Growth | — | — | — | |
| 2.56% | Equity | Information Technology | Large Growth | — | — | — |
