Funds From: hhicx - Hancock Horizon Diversified Income C - Tactical Allocation to cisrx - Columbia Infl Protected Secs K - Inflation-Protected Bond


  • Holdings: ALPS Alerian MLP ETF , Yorkville High Income MLP ETF , BlackRock High Yield Bond Instl , SPDR Wells Fargo Preferred Stock ETF , PowerShares Senior Loan Port ,
  • Category: Tactical Allocation
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Chevron Corp , Dover Corp , Schlumberger NV , Qualcomm Inc ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: MFS® Research Bond R5 , MFS® Government Securities R5 , MFS® Inflation-Adjusted Bond R5 , MFS® Limited Maturity R5 , MFS® Growth R5 ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 3 Stars
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  • Holdings: WisdomTree India Earnings , Taiwan Cooperative Financial Holding Co Ltd , Axiata Group Bhd , First Financial Holding Company Ltd , Sime Darby Bhd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: Apple Inc , Johnson & Johnson , Microsoft Corp , Wells Fargo & Co , Comcast Corp Class A ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Nestle SA , Roche Holding AG , Novartis AG , HSBC Holdings PLC , Toyota Motor Corp ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury TIP , iShares Core MSCI Emerging Market , US Treasury TIP , US Treasury TIP 0.125% , US Treasury TIP ,
  • Category: Target Date 2000-2010
  • Morningstar Rating: 4 Stars
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  • Holdings: CLP Holdings Ltd , Toronto-Dominion Bank , National Grid PLC , Canadian Imperial Bank of Commerce , Bank of Nova Scotia ,
  • Category: Foreign Large Blend
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  • Holdings: Housing Development Finance Corp Ltd , Taiwan Semiconductor Manufacturing Co Ltd ADR , AIA Group Ltd , Tata Consultancy Services Ltd , ITC Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Holdings: 5 Year US Treasury Note Future Sept14 , US Treasury Bond 3.625% , NYSE/Liffe 30 Year US Treasury Bond Future Sept14 , Fannie Mae Single Family TBA 3% 2029-06-01 , FNMA ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Markel Corporation , McDonald's Corp , ConocoPhillips , Wal-Mart Stores Inc , Johnson & Johnson ,
  • Category: Large Blend
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: United Rentals Inc , NXP Semiconductors NV , B/E Aerospace Inc , Green Plains Renewable Energy, Inc. , SM Energy Co ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Capitol Federal Financial Inc , Empire District Electric Co , Cleco Corp , Avista Corp , Umpqua Holdings Corp ,
  • Category: Small Blend
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  • Holdings: Exxon Mobil Corporation , Johnson & Johnson , Wells Fargo & Co , Chevron Corp , Occidental Petroleum Corp ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Cempcsvwf Fund Ltd , Compass EMP Ultra Short-Term Fixd Inc I , White Mtns Re Grp 144A 6.375% , Macys Retail Hldgs 7.45% , Equitable Life Assurn Soc U S 144A 7.7% ,
  • Category: Commodities Broad Basket
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  • Holdings: MFS® Growth R5 , MFS® Value R5 , MFS® Mid Cap Value R5 , MFS® Mid Cap Growth R5 , MFS® Research R5 ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 4 Stars
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  • Holdings: Henry Schein Inc , Parexel International Corp , Skyworks Solutions Inc , Carter's Inc , Sigma-Aldrich Corp ,
  • Category: Mid-Cap Growth
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  • Holdings: ArcBest Corp , Greenbrier Companies Inc , Live Nation Entertainment Inc , CNO Financial Group Inc , Stone Energy Corp ,
  • Category: Small Value
  • Morningstar Rating: 1 Stars
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  • Holdings: FNMA , US Treasury Note 0.25% , Apple Inc , FNMA , US Treasury Note 2.75% ,
  • Category: Target Date 2011-2015
  • Morningstar Rating: 1 Stars
Sign-up for f00000p7j3 investment picks
  • Holdings: iShares Core MSCI Emerging Market , US Treasury TIP , Apple Inc , Exxon Mobil Corporation , US TREASURY TIP ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 3 Stars
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  • Category: Muni California Long
  • Morningstar Rating: 3 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Mitsubishi UFJ Financial Group Inc , Bayer AG , Novartis AG ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Green Mountain Coffee Roasters, Inc. , HollyFrontier Corp , Under Armour, Inc. Class A , Affiliated Managers Group Inc , 3D Systems Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Hyundai Motor Co , Barclays PLC , Fresenius Medical Care AG & Co. KGaA , Koninklijke DSM NV , Rolls-Royce Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Microsoft Corp , Oracle Corporation , Priceline Group Inc , Gilead Sciences Inc , Boeing Co ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Category: Inflation-Protected Bond
  • Morningstar Rating: 3 Stars
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Funds From: hhicx - Hancock Horizon Diversified Income C - Tactical Allocation to cisrx - Columbia Infl Protected Secs K - Inflation-Protected Bond
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