Funds From: cltax - Catalyst/Lyons Tactical Allocation A - Large Value to CFXRX - Columbia Flexible Capital Income R5 - Large Value


  • Holdings: Altera Corp , Quest Diagnostics Inc , Raytheon Co , L-3 Communications Holdings Inc , Harris Corporation ,
  • Category: Large Blend
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  • Holdings: US Treasury TIP 0.125% , US TREASURY TIP , US TREASURY TIP , US Treasury TIP 1.125% , Total SA ,
  • Category: World Allocation
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  • Holdings: Altera Corp , Quest Diagnostics Inc , Raytheon Co , L-3 Communications Holdings Inc , Harris Corporation ,
  • Category: Large Blend
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  • Holdings: US Treasury TIP 0.125% , US TREASURY TIP , US TREASURY TIP , US Treasury TIP 1.125% , Total SA ,
  • Category: World Allocation
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Equity Income I , Manning & Napier Dividend Focus I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Conservative Allocation
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Equity Income I , Manning & Napier Dividend Focus I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Conservative Allocation
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Equity Income I , Manning & Napier Dividend Focus I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Moderate Allocation
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  • Holdings: Manning & Napier Core Plus Bond I , Manning & Napier Equity Income I , Manning & Napier Dividend Focus I , Manning & Napier Real Estate I , Manning & Napier High Yield Bond I ,
  • Category: Moderate Allocation
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  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
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  • Holdings: Intel Corp , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Yahoo! Inc , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Intel Corp , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Yahoo! Inc , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Intel Corp , Boardwalk Pipeline Partners LP , Deutsche Telekom AG ADR , Yahoo! Inc , Microchip Technology Inc ,
  • Category: Aggressive Allocation
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  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: NewMarket Corp , Wells Fargo & Co , CarMax Inc , General Dynamics Corp , BlackRock Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
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  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
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  • Holdings: GMO International Equity IV , GMO US Core Equity VI , GMO Asset Allocation Bond VI , GMO Strategic Fixed Income VI , GMO Alpha Only IV ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: GMO Benchmark-Free Allocation MF ,
  • Category: World Allocation
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  • Holdings: Denbury Resources Inc , Apple Inc , General Motors Co , Wal-Mart Stores Inc , Halliburton Co ,
  • Category: Long/Short Equity
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Freeport-McMoRan Inc , Johnson & Johnson , Schlumberger NV , Verizon Communications Inc ,
  • Category: Moderate Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Apache Corporation , Consolidated Water Co Ltd , CVR Refining LP , Qualcomm Inc , Dollar Gen Corp New 3.25% ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Deutsche Post AG , Total SA , Novartis AG , WPP PLC ,
  • Category: World Allocation
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  • Holdings: GMO Global Asset Allocation III ,
  • Category: World Allocation
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  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
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  • Holdings: Verizon Communications Inc , Apple Inc , Amgen Inc , General Electric Co , AbbVie Inc ,
  • Category: Moderate Allocation
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Funds From: cltax - Catalyst/Lyons Tactical Allocation A - Large Value to CFXRX - Columbia Flexible Capital Income R5 - Large Value
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