Funds From: pmnnx - PIMCO National Interm Muni Bond C - Muni National Interm to f00000ondo - Hancock Horizon Diversified Income C - Tactical Allocation


  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 5 Stars
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  • Holdings: Google, Inc. Class A , Apple Inc , Qualcomm, Inc. , MasterCard Incorporated Class A , Facebook Inc Class A ,
  • Category: Technology
  • Morningstar Rating: 2 Stars
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  • Category: World Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Inc , Google Inc Class A , Biogen Idec Inc , Visa, Inc. Class A , Monsanto Company ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: JPMorgan Chase & Co , Wells Fargo & Co , Royal Dutch Shell PLC ADR Class A , Omnicom Group, Inc. , Chevron Corp ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Category: Commodities Broad Basket
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Columbia European Equity I , Columbia Pacific/Asia I , Columbia Emerging Markets I , Columbia Acorn International I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: -1 Stars
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  • Holdings: Vanguard FTSE All-World ex-US ETF , iShares S&P 500 Growth , iShares Core S&P Mid-Cap , iShares S&P 500 Value , iShares Core S&P Small-Cap ,
  • Category: Moderate Allocation
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  • Holdings: Exxon Mobil Corporation , Merck & Co Inc , Cigna Corp , Citigroup Inc , U.S. Bancorp ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Novartis AG , BP PLC , Amgen Inc , Altria Group Inc. , Philip Morris International, Inc. ,
  • Category: World Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: SVB Financial Group , Comerica Inc , Huntington Bancshares Inc , Skyworks Solutions, Inc. , American Airlines Group Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 4 Stars
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  • Holdings: StanCorp Financial Group, Inc. , Carbo Ceramics, Inc. , HSN, Inc. , Guess? Inc , Progressive Waste Solutions Ltd ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Roche Holding AG , Bayer AG , UBS AG , Vodafone Group PLC , Airbus Group Nv ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: iShares Russell 1000 Value , Us 10yr Note (Cbt)jun14 Xcbt 20140619 , iShares MBS , Iwm000001 Trs Usd P E Iwm Up Equity Cusip464287655 , Euro Bund Future Mar14 Xeur 20140306 ,
  • Category: Multialternative
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  • Holdings: Federated Investors, Inc. Class B , Circor International, Inc. , Reliance Steel and Aluminum , Pason Systems , Jacobs Engineering Group Inc ,
  • Category: Small Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: Mini Msci Eafe Mar14 , Nikkei 225 (Cme) Mar14 , S&P500 Emini Fut Mar14 , DoubleLine Total Return Bond I , Doubleline Cayman Multi-Asset Growth Fund ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Category: Muni Single State Interm
  • Morningstar Rating: -1 Stars
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  • Holdings: Simon Property Group Inc , Host Hotels & Resorts Inc , Public Storage , SL Green Realty Corporation , Prologis Inc ,
  • Category: Real Estate
  • Morningstar Rating: 3 Stars
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  • Holdings: Google Inc Class A , JPMorgan Chase & Co , Amgen Inc , CVS Caremark Corp , Citigroup Inc ,
  • Category: Large Blend
  • Morningstar Rating: -1 Stars
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  • Holdings: Standard Motor Products , Computer Task Group, Inc. , Comtech Telecommunications Corporation , Lifetime Brands, Inc. , Alamo Group Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 1 Stars
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  • Holdings: Deutsche Telekom AG ADR , Intel Corp , Microchip Technology, Inc. , Crosstex Energy, Inc , Cliffs Natural Resources Inc. ,
  • Category: Aggressive Allocation
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  • Holdings: priceline.com Incorporated , Tesla Motors, Inc. , Michael Kors Holdings Ltd , Fastenal Company , VMware, Inc. ,
  • Category: Large Growth
  • Morningstar Rating: -1 Stars
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  • Holdings: United Continental Holdings Inc , Hanesbrands Inc , Salix Pharmaceuticals, Ltd. , Swift Transportation Co , Lincoln National Corp (Radnor, PA) ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Foster Wheeler AG , Teradyne Inc , Carmike Cinemas, Inc. , LifePoint Hospitals, Inc. , Argo Group International Holdings Ltd. ,
  • Category: Small Value
  • Morningstar Rating: 2 Stars
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  • Holdings: ALPS Alerian MLP ETF , BlackRock High Yield Bond Instl , PowerShares Senior Loan Port , SPDR Wells Fargo Preferred Stock ETF , PowerShares Preferred ,
  • Category: Tactical Allocation
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Funds From: pmnnx - PIMCO National Interm Muni Bond C - Muni National Interm to f00000ondo - Hancock Horizon Diversified Income C - Tactical Allocation
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