Funds From: lmtax - Invesco Limited Maturity Treasury A to pvsyx - Putnam Capital Spectrum Y - Large Growth


  • Category: Short Government
  • Morningstar Rating: 1 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: Prudential PLC , Glencore PLC , Sampo Oyj Class A , AIA Group Ltd , Bayer AG ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: SunTrust Banks Inc , Weatherford International PLC , Marriott International Inc Class A , Bank of America Corporation , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Chevron Corp , Berkshire Hathaway Inc Class B , Johnson & Johnson , JPMorgan Chase & Co , Wells Fargo & Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Rogers Corp , IPG Photonics Corp , Myriad Genetics Inc , Zumiez Inc , Paylocity Holding Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: E-mini S&P MidCap 400 Index Future Dec14 , Cigna Corp , Lincoln National Corp , Sempra Energy , FirstEnergy Corp ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Russell 2000 Index Mini TIC , Esterline Technologies , Webster Financial Corp , Amsurg Corp , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , S+p500 Emini Fut Dec14 Xcme 20141219 , Citigroup Inc , Wells Fargo & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell 2000 Mini Dec14 Imeq 20141219 , First Horizon National Corp , Vishay Intertechnology Inc , American Axle & Mfg Holdings Inc , Synovus Financial Corp ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Novartis AG , Bayer AG , Lloyds Banking Group PLC , British American Tobacco PLC , KDDI Corp ,
  • Category: Foreign Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: AA PLC , ProSiebenSat 1 Media AG , Rexel SA , Teva Pharmaceutical Industries Ltd ADR , Barclays PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: Verizon Communications Inc , ORANGE , Total SA , BT Group PLC , Vodafone Group PLC ,
  • Category: Foreign Large Value
  • Morningstar Rating: 5 Stars
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  • Holdings: Apple Inc , SK Hynix Inc , Baidu Inc ADR , Western Digital Corp , F5 Networks Inc ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Holdings: Sumitomo Mitsui Financial Group Inc , Roche Holding AG Dividend Right Cert. , ProSiebenSat 1 Media AG , Continental AG , Standard Life PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Berkshire Hathaway Inc Class B , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: US Treasury Note 2.75% , US Treasury Note 1.5% , US Treasury Note 0.375% , US Treasury Note 1.5% , US Treasury Bond 3.75% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Discovery Laboratories Inc , Advance Auto Parts Inc , TD Ameritrade Holding Corp , Harley-Davidson Inc , Facebook Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: Discovery Laboratories Inc , Advance Auto Parts Inc , TD Ameritrade Holding Corp , Harley-Davidson Inc , Facebook Inc Class A ,
  • Category: Market Neutral
  • Morningstar Rating: 3 Stars
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  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pvscx investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
Sign-up for pvsbx investment picks
  • Holdings: DISH Network Corp , Jazz Pharmaceuticals PLC , Priceline Group Inc , General Dynamics Corp , EchoStar Corp ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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Funds From: lmtax - Invesco Limited Maturity Treasury A to pvsyx - Putnam Capital Spectrum Y - Large Growth
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