Funds From: yackx - AMG Yacktman Service - Large Blend to dvecx - Delaware Select Growth C - Large Growth


  • Holdings: PepsiCo Inc , Procter & Gamble Co , Coca-Cola Co , Cisco Systems Inc , Twenty-First Century Fox Inc Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 4 Stars
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  • Holdings: Microsoft Corp , Samsung Electronics Co Ltd , Citigroup Inc , Comcast Corp Class A , Teva Pharmaceutical Industries Ltd ADR ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Visa Inc Class A , Google Inc Class C , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Monsanto Co , EOG Resources Inc , Dow Chemical Co , Schlumberger NV ,
  • Category: Natural Resources
  • Morningstar Rating: 3 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 2 Stars
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  • Category: Muni Pennsylvania
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Providence Service Corp , OFG Bancorp , Belden Inc , John Wiley & Sons Inc Class A , Sensient Technologies Corp ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bayer AG , Nestle SA , Compass Group PLC , HSBC Holdings PLC , WPP PLC ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: AbbVie Inc , Johnson & Johnson , Microsoft Corp , Eaton Corp PLC , Intel Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Walt Disney Co , Nestle SA , Reckitt Benckiser Group PLC , Linde AG , Honeywell International Inc ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Oracle Corporation , Visa Inc Class A , Cisco Systems Inc , Facebook Inc Class A , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Lewisville Tex Combination Con Ref 5.8% , Apple Inc , Oneida Cnty N Y Indl Dev Agy C Civic Fac , Rockport Ind Pollution Ctl Rev Po 4.625% , Orlando Fla Tourist Dev Tax Re Sr 5.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
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  • Holdings: Goldcorp Inc , Eldorado Gold Corp , Randgold Resources Ltd ADR , Royal Gold Inc , Tahoe Resources Inc ,
  • Category: Equity Precious Metals
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Core S&P Mid-Cap , iShares Core MSCI Emerging Markets , iShares MSCI EAFE , US Treasury Note 1.75% , Us 10yr Note (Cbt)dec14 Xcbt 20141219 ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Express Scripts , Oracle Corporation , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Microsoft Corp , Express Scripts , Oracle Corporation , Philip Morris International Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Bank Of China Ltd. H Shares , Industrial And Commercial Bank Of China Ltd H Shares , Agricultural Bank of China Ltd H Shares , Taiwan Semiconductor Manufacturing Co Ltd , Nagoya Railroad Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 3 Stars
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  • Holdings: Microsoft Corp , Celgene Corp , Equity Commonwealth , DineEquity Inc , Zebra Technologies Corp ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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Funds From: yackx - AMG Yacktman Service - Large Blend to dvecx - Delaware Select Growth C - Large Growth
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