Funds From: plwcx - PNC Multi Factor Small Cap Gr C - Small Growth to eigax - Eaton Vance GA Municipal Income I - Muni Single State Long


  • Holdings: Halozyme Therapeutics Inc , Synaptics Inc , Cantel Medical Corp , Electronics for Imaging Inc , Gentherm Inc ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Holdings: Capital One Financial Corp , Citigroup Inc , Wells Fargo & Co , JPMorgan Chase & Co , Bank of America Corporation ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: JHancock Floating Rate Income NAV , JHFunds2 Total Return NAV , JHFunds2 Active Bond NAV , JHancock Strategic Income Opps NAV , JHancock Short Duration Credit Opps NAV ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Multisector Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
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  • Holdings: Teva Pharmaceutical Industries Ltd ADR , Israel Chemicals Ltd , Check Point Software Technologies Ltd , Perrigo Co PLC , Amdocs Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: PL Large-Cap Value P , PL Comstock P , PL Main Street Core P , PL Managed Bond P , PL International Large-Cap P ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 3 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Norfolk Southern Corp , Dow Chemical Co , Merck & Co , PartnerRe Ltd , Reynolds American Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Wells Fargo & Co , Chevron Corp , Microsoft Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE , Wesfarmers Ltd , Telstra Corp Ltd , Woolworths Ltd , AstraZeneca PLC ,
  • Category: Foreign Large Blend
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  • Holdings: Canadian Pacific Railway Ltd , Gilead Sciences Inc , Facebook Inc Class A , Priceline Group Inc , Schlumberger NV ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Category: Muni Single State Short
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 5 Stars
Sign-up for augax investment picks
  • Holdings: Samsung Electronics Co Ltd , Taiwan Semiconductor Manufacturing Co Ltd , Tencent Holdings Ltd. , Bank Of China Ltd. H Shares , Itau Unibanco Holding S.A. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
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  • Holdings: Waddell & Reed Core Investment Y , Waddell & Reed Global Bond Y , Waddell & Reed Bond Y , Waddell & Reed Value Y , Toyota Mtr Cr FRN ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Inflation Managed Bond R6 , JPMorgan Floating Rate Income R6 , JPMorgan Realty Income R5 , iShares Global Infrastructure , JPMorgan Commodities Strategy R6 ,
  • Category: Conservative Allocation
  • Morningstar Rating: 1 Stars
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  • Holdings: Putnam Dynamic Asset Allocation Bal Y , Putnam Absolute Return 700 Y , Putnam Dynamic Asset Allocation Gr Y , Putnam Absolute Return 500 Y , Putnam Absolute Return 300 Y ,
  • Category: Target Date 2021-2025
  • Morningstar Rating: 2 Stars
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  • Holdings: US Treasury Note 0.625% , Fidelity Cent Invt Portfolios , US Treasury Note 0.75% , Fidelity Cent Invt Portfolios , US Treasury Note 1.5% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 2 Stars
Sign-up for fttnx investment picks
  • Holdings: Wells Fargo & Co , JPMorgan Chase & Co , Johnson & Johnson , E-mini S&P 500 Index Future Sept14 , Capital One Financial Corp ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for pesax investment picks
  • Holdings: Putnam Absolute Return 700 Y , Cdx Cdx.Em.21 500.0 06/20/2019 Bc , iShares MSCI EAFE , Buenos Aires Prov Euro Mtn Be 11.75% , Cdx Cdx.Na.Hy.22 500.0 06/20/2019 Jp ,
  • Category: Retirement Income
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
Sign-up for wftfx investment picks
  • Holdings: Bristol-Myers Squibb Company , Merck & Co Inc , American International Group Inc , Activision Blizzard Inc , NXP Semiconductors NV ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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  • Category: Muni Single State Long
  • Morningstar Rating: 4 Stars
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Funds From: plwcx - PNC Multi Factor Small Cap Gr C - Small Growth to eigax - Eaton Vance GA Municipal Income I - Muni Single State Long
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