Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y to mblox - BlackRock Global Allocation Inv B - Large Blend


  • Category: Muni National Short
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: AltaGas Ltd , Helmerich & Payne Inc , EQT Corp , Cameron International Corp , Southwestern Energy Co ,
  • Category: Equity Energy
  • Morningstar Rating: 1 Stars
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  • Holdings: Sinclair Broadcast Group Inc , UnitedHealth Group Inc , Japan Airlines Co Ltd , Micron Technology Inc , Houghton Mifflin Harcourt Company ,
  • Category: Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Technology Select Sector SPDR® ETF , Financial Select Sector SPDR® ETF , Energy Select Sector SPDR® ETF , iShares 1-3 Year Credit Bond , Kfw Mtn Regs ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Russell Mini Fut Dec14 , iShares Russell 2000 Value , Hanover Insurance Group Inc , EMCOR Group, Inc. , CNO Financial Group Inc ,
  • Category: Small Value
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Bond 3% , Guggenheim Strategy I , Us Ultra Bond(Cbt) Mar15 ,
  • Category: Trading-Leveraged Debt
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  • Holdings: General Electric Co , Pfizer Inc , Boeing Co , Comcast Corp Class A , Citigroup Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Short
  • Morningstar Rating: 1 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: Staples Inc , Owens-Corning Inc , Mattel Inc , Juniper Networks Inc , Citrix Systems Inc ,
  • Category: Mid-Cap Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Home Depot Inc , Comcast Corp Class A , General Electric Co ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , BB Seguridade Participacoes SA , Kroton Educacional SA ,
  • Category: Latin America Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Toyota Motor Corp , Sumitomo Mitsui Financial Group Inc , Honda Motor Co Ltd , Samsung Electronics Co Ltd , Hon Hai Precision Ind Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Large Cap Core For Br_Bcm , Master Total Return For Br_Bcm ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Basic Value LLC ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: EOG Resources Inc , Exxon Mobil Corporation , Chevron Corp , Schlumberger NV , Dresser-Rand Group Inc ,
  • Category: Equity Energy
  • Morningstar Rating: 3 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 5 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 5 Stars
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  • Holdings: Royal Dutch Shell PLC Class B , Total SA , Bayer AG , AstraZeneca PLC , Prudential PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 4 Stars
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  • Holdings: Master Value Opportunities Llc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Uk Conv Gilt 2.25 09/07/2023 , Mexico (United Mexican States) 10 12/05/2024 , Australia (Commonwealth Of) 2.75 10/21/2019 , US Treasury Note 2% , US Treasury Note 2.375% ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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Funds From: ptfsx - Pacific Capital Tx-Fr Shrt Interm Secs Y to mblox - BlackRock Global Allocation Inv B - Large Blend
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