Funds From: rpfgx - Davis Financial A - Financial to biasx - Brown Advisory Small-Cap Growth Inv - Small Growth


  • Holdings: American Express Co , Wells Fargo & Co , Bank of New York Mellon Corp , Markel Corporation , American International Group Inc ,
  • Category: Financial
  • Morningstar Rating: 4 Stars
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  • Holdings: American Funds Bond Fund of Amer R6 , American Funds American Balanced R6 , American Funds New Perspective R6 , American Funds Washington Mutual R6 , American Funds Capital World G/I R6 ,
  • Category: Moderate Allocation
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  • Category: Long-Term Bond
  • Morningstar Rating: 1 Stars
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  • Category: Muni Minnesota
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Covanta Holding Corp , KCG Holdings Inc Class A , Fly Leasing Ltd ADR , Dean Foods Co , Journal Communications Inc Class A ,
  • Category: Small Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Tesla Motors Inc , ServiceNow Inc , SanDisk Corp , Micron Technology Inc ,
  • Category: Technology
  • Morningstar Rating: 4 Stars
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  • Holdings: Gilead Sciences Cv 1.625% , Micron Tech Cv 3% , Nvidia 144A Cv 1% , Wells Fargo & Co, San Francisco Ca Pfd , Bk Amer Pfd ,
  • Category: Convertibles
  • Morningstar Rating: 4 Stars
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  • Holdings: Samsung Electronics Co Ltd GDR 144A , Taiwan Semiconductor Manufacturing Co Ltd , AIA Group Ltd. , SABMiller PLC , Maruti Suzuki India Ltd ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Muni
  • Morningstar Rating: 3 Stars
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  • Holdings: American Funds Washington Mutual R6 , American Funds Invmt Co of Amer R6 , American Funds SMALLCAP World R6 , American Funds AMCAP R6 , American Funds New Perspective R6 ,
  • Category: Target Date 2031-2035
  • Morningstar Rating: 3 Stars
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  • Holdings: Pioneer Multi-Asset Real Return Fu , Australia(Cmnwlth) 2.75% , New Zealand(Govt) 3% , Vereinigte Mexikanische 7.75% , PowerShares Buyback Achievers ,
  • Category: Tactical Allocation
  • Morningstar Rating: 4 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: Cubist Pharmaceuticals Inc , Tesoro Corp , Genesee & Wyoming Inc Class A , Consol Energy Inc , Timken Co ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Novo Nordisk A/S , Schlumberger NV , Adobe Systems Inc , BG Group PLC , EOG Resources Inc ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Anhanguera Educacional Participacoes SA , Green Cross Corp , Shandong Weigao Group Medical Polymer Co Ltd H Shares , Pacific Rubiales Energy Corp , Glenmark Pharmaceuticals Ltd ,
  • Category: Diversified Emerging Mkts
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  • Holdings: US Treasury Note 4.25% , Peru Rep 9.91% , Serbia Treasury Bond, 10.00% Rsd , Romania(Rep Of) 5.75% , Sri Lanka Government Bond, 8.50% Lkr ,
  • Category: Currency
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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: World Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: JB Hunt Transport Services Inc , Roper Industries Inc , Capital One Financial Corp , Hubbell Inc Class B , Verisk Analytics Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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  • Holdings: General Electric Co , Ensco PLC Class A , Cisco Systems Inc , International Paper Co , Apple Inc ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , Wells Fargo & Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Google Inc Class A , Gilead Sciences Inc , Home Depot Inc , Comcast Corp Class A ,
  • Category: Large Growth
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  • Holdings: iShares iBoxx $ High Yield Corporate Bd , Russell 2000 Mini Index Future Sep 2014 , iShares TIPS Bond , MSCI Emerging Market Index Future Sept14 , Long Gilt Future Sep 2014 ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Category: High Yield Bond
  • Morningstar Rating: 3 Stars
Sign-up for oghcx investment picks
  • Holdings: Manhattan Associates Inc , CoStar Group Inc , Aspen Technology Inc , Westinghouse Air Brake Technologies Corp , SBA Communications Corp ,
  • Category: Small Growth
  • Morningstar Rating: 4 Stars
Sign-up for gtsax investment picks
  • Holdings: Apple Inc , S+p500 Emini Fut Sep14 Xcme 20140919 , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
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  • Holdings: Pimco Cayman Commodity Fund Iii Ltd , US Treasury TIP , Irs Usd 0.750 06/18/14-2y Cme , Irs Usd 3.750 06/18/14-30y Cme , US Treasury Note 2.75% ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 5 Stars
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  • Holdings: Schlumberger NV , MasterCard Inc Class A , Gilead Sciences Inc , Qualcomm Inc , Lowe's Companies Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Waste Connections Inc , Broadridge Financial Solutions , HomeAway Inc , Interactive Intelligence Group Inc , CoreLogic, Inc. ,
  • Category: Small Growth
  • Morningstar Rating: 3 Stars
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Funds From: rpfgx - Davis Financial A - Financial to biasx - Brown Advisory Small-Cap Growth Inv - Small Growth
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