Funds From: hhczx - Highland Long/Short Healthcare Z - Long/Short Equity to aftyx - Invesco Balanced-Risk Retire 2020 Y - Target Date 2016-2020


  • Holdings: Medtronic Inc , WellCare Health Plans Inc , HCA Holdings Inc , Alkermes PLC , Acadia Healthcare Co Inc ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Vornado Realty Trust , SL Green Realty Corp ,
  • Category: Real Estate
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Coronation Fund Managers Ltd , JSC Halyk Savings Bank of Kazakhstan GDR , Melco Crown(Philippines)Resorts Corp , Melco International Development Ltd , Rand Merchant Insurance Holdings Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 5 Stars
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  • Holdings: JPMorgan Chase & Co , Schlumberger NV , Microchip Technology Inc , Anheuser-Busch Inbev SA ADR , Union Pacific Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Gilead Sciences Inc , Micron Technology Inc , Facebook Inc Class A , Affiliated Managers Group Inc , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Emerging Markets Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: SPDR S&P 500 , Frost Total Return Fund , iShares MSCI EAFE , Frost Growth Equity A , Templeton Global Bond Adv ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Shire PLC , AXA SA , Aryzta AG , Ashtead Group PLC , Britvic PLC ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
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  • Holdings: Webmd Health Cv 2.5% , Electnc Arts Cv 0.75% , Chesapeake Engy Cv 2.25% , Royal Gold Cv 2.875% , Post Hldgs 7.375% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Core Plus Bond R6 , PowerShares 1-30 Laddered Treasury ETF , Invesco Balanced-Risk Allc R6 , Invesco Floating Rate R6 , Invesco High Yield R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Ametek Inc , Donaldson Co Inc , CNO Financial Group Inc , WNS (Holdings) Ltd ADR , Amphenol Corp Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 1 Stars
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  • Holdings: Toyota Mtr Cr FRN , Basic Energy Services Inc , Enanta Pharmaceuticals Inc , RigNet Inc , Repligen Corp ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Visa Inc Class A , Diageo PLC , Intel Corp , Walt Disney Co ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: PIMCO StocksPLUS Instl , PIMCO CommoditiesPLUS Strategy Instl , PIMCO Small Cap StocksPLUS AR Inst , PIMCO Intl StksPLUS┬« AR Strat (USD-Hg) I , PIMCO Real Estate Real Return Strategy I ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 1 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: 4 Stars
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  • Holdings: Simon Property Group Inc , AvalonBay Communities Inc , Vornado Realty Trust , Boston Properties Inc , Ventas Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
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  • Holdings: Wells Fargo & Co , Chevron Corp , JPMorgan Chase & Co , Berkshire Hathaway Inc Class B , Merck & Co Inc ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: SVB Financial Group , Demandware Inc , Ultimate Software Group Inc , Vail Resorts Inc , Portfolio Recovery Associates Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Long
  • Morningstar Rating: 1 Stars
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  • Holdings: Gilead Sciences Inc , Toyota Mtr Cr FRN , Apple Inc , Las Vegas Sands Corp , Visa Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Chevron Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Invesco Balanced-Risk Allc R6 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 2 Stars
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Funds From: hhczx - Highland Long/Short Healthcare Z - Long/Short Equity to aftyx - Invesco Balanced-Risk Retire 2020 Y - Target Date 2016-2020
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