STEP 4 of 4: CREATE AN INVESTMENT ALLOCATION REPORT
USE THE PORTFOLIO ALLOCATOR TO CALCULATE how much of each holding to purchase
SMART Portfolio - aggressive; transamerica (AAF) Core
portfolio holdings
(Click a Fund to see Underlying Performance)
strategic
Transamerica Asset Allocation Growth I
iShares Edge MSCI Min Vol USA ETF
SPDR® Bloomberg Barclays 1-3 Month T-Bill ETF
opportunistic
Polen Global Growth Institutional
tactical
Cavalier Fundamental Growth Institutional
Cavalier Growth Opportunities Institutional