Funds From: HFCSX - Hennessy Focus Investor to maskx - BlackRock Small Cap Index Instl


  • Holdings: O'Reilly Automotive Inc , American Tower Corp , CarMax Inc , Markel Corporation , Twenty-First Century Fox Inc Class A ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: CVS Health Corp , Comcast Corp Class A , PVH Corp , Oracle Corporation , Visa Inc Class A ,
  • Category: Long/Short Equity
  • Morningstar Rating: 3 Stars
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  • Holdings: Visa Inc Class A , Oracle Corporation , Microsoft Corp , Alibaba Group Holding Ltd ADR , Google Inc Class C ,
  • Category: Technology
  • Morningstar Rating: 1 Stars
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  • Holdings: Google Inc , Hartford Financial Services Group Inc , Micron Technology Inc , Facebook Inc Class A , Visa Inc Class A ,
  • Category: World Stock
  • Morningstar Rating: 3 Stars
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  • Holdings: Gilead Sciences Inc , Actavis PLC , Celgene Corp , Sanofi , AstraZeneca PLC ,
  • Category: Health
  • Morningstar Rating: 1 Stars
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  • Holdings: Irs Usd 1.250 06/17/15-2y Cme , Letra Tesouro Nacional , Indonesia Rep 6.875% , Zcs Brl R 12.255 12/02/13-01/02/17 Bps , Indonesia(Rep Of) 6.875% ,
  • Category: Currency
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  • Holdings: iShares Core S&P 500 , iShares Russell Mid-Cap , Aberdeen International Equity Instl , Aberdeen Small Cap Inst , First Trust Health Care AlphaDEX┬« ETF ,
  • Category: World Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: BlackRock Master Large Cap Growth Port ,
  • Category: Large Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Itau Unibanco Holding SA ADR , Bank Bradesco ADR , Ambev SA ADR , BB Seguridade Participacoes SA , Cemex SAB de CV ADR ,
  • Category: Latin America Stock
  • Morningstar Rating: 4 Stars
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  • Holdings: iShares US Preferred Stock , SPDR┬« S&P Dividend ETF , General Electric Co , Exxon Mobil Corporation , Wells Fargo & Co, San Francisco Ca Pfd ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Apple Inc , Gilead Sciences Inc , Facebook Inc Class A , Visa Inc Class A , Google Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Hospira Inc , Owens & Minor Inc , Teleflex Inc , Waters Corp , Fidelity National Financial Inc ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , Toyota Motor Corp , AstraZeneca PLC , Roche Holding AG Dividend Right Cert. ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Toyota Motor Corp , SK Hynix Inc , Sumitomo Mitsui Financial Group Inc , China Life Insurance Co Ltd H Shares , Samsung Electronics Co Ltd ,
  • Category: Diversified Pacific/Asia
  • Morningstar Rating: 2 Stars
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  • Holdings: Royal Dutch Shell PLC Class A , Sanofi , ING Groep N.V. , HSBC Holdings PLC , Sumitomo Mitsui Financial Group Inc ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
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  • Holdings: Lord Abbett High Yield I , Lord Abbett Short Duration Income I , Lord Abbett Convertible I , Lord Abbett Intl Dividend Inc I , Lord Abbett Emerging Markets Currency I ,
  • Category: Conservative Allocation
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  • Holdings: Master Small Cap Index ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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Funds From: HFCSX - Hennessy Focus Investor to maskx - BlackRock Small Cap Index Instl
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