Funds From: adfsx - Alpine Financial Services Institutional - Small Blend to nyvtx - Davis NY Venture A Load Waived - Large Growth


  • Holdings: PennyMac Financial Services Inc Class A , Investar Holding Corp , Lloyds Banking Group PLC , Banco De Chile ADR , Fifth Street Asset Management Inc Class A ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: SEI Large Cap A (SIMT) , SEI Multi-Asset Accumulation A (SIMT) , SEI International Equity A (SIT) , SEI Multi-Asset Inflation Mgd A (SIMT) , SEI US Fixed Income A (SIMT) ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Gold , Galaxy Entertainment Group Ltd , AIA Group Ltd , Media Group International Ltd. , Las Vegas Sands Corp ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Liberty Global PLC Class C , UnitedHealth Group Inc , Amazon.com Inc , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Exxon Mobil Corporation , Pfizer Inc , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Southwest Airlines Co , Chipotle Mexican Grill Inc Class A , Intuit Inc , VF Corp , Ulta Salon Cosmetics & Fragrances Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Ashtead Group PLC , Wirecard AG , Hotel Shilla Co Ltd , Azimut Holding SPA , Rightmove PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 1 Stars
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  • Holdings: Merck & Co Inc , Occidental Petroleum Corp , JPMorgan Chase & Co , Bank of America Corporation , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Intel Corp , Nike Inc Class B , Walt Disney Co , United Technologies Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ettgx investment picks
  • Holdings: Apple Inc , Microsoft Corp , Facebook Inc Class A , Intel Corp , Alliance Data Systems Corp ,
  • Category: Technology
  • Morningstar Rating: 3 Stars
Sign-up for bgsax investment picks
  • Holdings: Northern Trust Corp , Electronic Arts Inc , Intuitive Surgical Inc , Microchip Technology Inc , Mead Johnson Nutrition Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Hewlett-Packard Co , General Dynamics Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for ldfvx investment picks
  • Holdings: American International Group Inc , Citigroup Inc , POSCO , Bank of America Corporation , Munchener Ruck AG ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for icdax investment picks
  • Holdings: Apple Inc , Mondelez International Inc Class A , Citigroup Inc , General Electric Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Waste Connections Inc , Jarden Corp , Taminco Corp , Brinker International Inc , Spectrum Brands Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 5 Stars
Sign-up for vseax investment picks
  • Holdings: LyondellBasell Industries NV , Service Corp International Inc , Comcast Corp Class A , Bank of America Corporation , Delta Air Lines Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 3 Stars
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  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for pdinx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Bond 4.5% , JPMorgan Chase & Co , US Treasury Note 3.125% , Wells Fargo & Co ,
  • Category: Moderate Allocation
  • Morningstar Rating: 4 Stars
Sign-up for msfrx investment picks
  • Holdings: General Electric Co , Dow Chemical Co , Cisco Systems Inc , United Continental Holdings Inc , Procter & Gamble Co ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 4 Stars
Sign-up for mmhyx investment picks
  • Category: Muni Pennsylvania
  • Morningstar Rating: 4 Stars
Sign-up for vkmpx investment picks
  • Holdings: FirstEnergy Corp , Sempra Energy , Gap Inc , Lincoln National Corp , Cigna Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
Sign-up for gcmax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
Sign-up for akirx investment picks
  • Holdings: Actavis PLC , Gilead Sciences Inc , Bristol-Myers Squibb Company , Celgene Corp , AbbVie Inc ,
  • Category: Health
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Amazon.com Inc , Catamaran Corp , Affiliated Managers Group Inc , Las Vegas Sands Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Wells Fargo & Co , Bank of New York Mellon Corp , American Express Co , Berkshire Hathaway Inc Class A , Amazon.com Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for nyvtx investment picks
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Funds From: adfsx - Alpine Financial Services Institutional - Small Blend to nyvtx - Davis NY Venture A Load Waived - Large Growth
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