Premium Funds From: hsfnx - Hennessy Small Cap Financial Investor to biawx - Brown Advisory Sustainable Growth Inv


  • Holdings: Washington Federal Inc , Synovus Financial Corp , Wintrust Financial Corp , Astoria Financial Corporation , BankUnited Inc ,
  • Category: Financial
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Google Inc Class C , Johnson & Johnson ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: E-mini S&P 500 Index Future Sept14 , Johnson & Johnson , Wells Fargo & Co , McDonald's Corp , Colgate-Palmolive Co ,
  • Category: Large Blend
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  • Holdings: KLA-Tencor Corp , Occidental Petroleum Corp , Microsoft Corp , Franklin Resources Inc , Bed Bath & Beyond Inc ,
  • Category: Large Blend
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard 500 Index Signal , PIMCO Total Return Instl , JPMorgan Core Bond Select , Harbor International Institutional , Metropolitan West Intermediate Bond I ,
  • Category: Moderate Allocation
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  • Holdings: General Dynamics Corp , Kirby Corp , Parker Hannifin Corp , Union Pacific Corp , Idex Corp ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Amazon.com Inc , Facebook Inc Class A , Priceline Group Inc , MasterCard Inc Class A , Google Inc Class C ,
  • Category: Large Growth
  • Morningstar Rating: 1 Stars
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  • Category: Short-Term Bond
  • Morningstar Rating: 3 Stars
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: Structured Asset Inv 2005-10 FRN , Algeco Scotsman Global Fin 144A 10.75% , First Franklin Mtg 2005-Ffh3 FRN , Bayview Finl Tr 2006-D FRN , Mariposa Borrower Inc/Merger S 144A 8% ,
  • Category: Multialternative
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 5 Stars
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  • Holdings: Orion Oyj Class B , AstraZeneca PLC , Asustek Computer Inc , Teva Pharmaceutical Industries Ltd , Statoil ASA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 1 Stars
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  • Holdings: Comcast Corp Class A , Gilead Sciences Inc , Marsh & McLennan Companies Inc , China Oil And Gas Group Ltd , Celgene Corp ,
  • Category: World Stock
  • Morningstar Rating: 5 Stars
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  • Holdings: Health Care Select Sector SPDR® ETF , Consumer Discret Select Sector SPDR® ETF , Industrial Select Sector SPDR® ETF , Vanguard Growth ETF , Vanguard Small Cap Growth ETF ,
  • Category: Tactical Allocation
  • Morningstar Rating: 3 Stars
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  • Holdings: iShares Russell 2000 , Universal Electronics Inc , Tyler Technologies Inc , Interactive Intelligence Group Inc , EnerSys Inc ,
  • Category: Small Blend
  • Morningstar Rating: 3 Stars
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  • Holdings: Roche Holding AG , Apple Inc , Vodafone Group PLC ADR , Novartis AG ADR , Qualcomm Inc ,
  • Category: World Stock
  • Morningstar Rating: 1 Stars
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  • Holdings: Bny Mellon Cash Reserve Eod Fund , Berkshire Hathaway Inc Class A , Markel Corporation , Carbo Ceramics Inc , TriMas Corp ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 3 Stars
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  • Category: Bank Loan
  • Morningstar Rating: 4 Stars
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  • Category: Long Government
  • Morningstar Rating: 3 Stars
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  • Holdings: Naspers Ltd Class N , Mtn Group Ltd , Aspen Pharmacare Holdings PLC , Emaar Properties PJSC , Sanlam Ltd ,
  • Category: Miscellaneous Region
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  • Holdings: Simon Property Group Inc , Mitsubishi Estate , General Growth Properties Inc , Unibail-Rodamco SE , Prologis Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: Apple Inc , Verizon Communications Inc , Gilead Sciences Inc , Oracle Corporation , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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  • Holdings: Danaher Corp , Stericycle Inc , Westinghouse Air Brake Technologies Corp , Ecolab Inc , Verisk Analytics Inc ,
  • Category: Large Growth
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Premium Funds From: hsfnx - Hennessy Small Cap Financial Investor to biawx - Brown Advisory Sustainable Growth Inv
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