SMART Portfolio

  Portfolio

MTD

YTD

1 Year

3 Year

5 Year

10 Year

1

JPMorgan Tactical 100/0 Model – ENV

3.30

8.77

22.75

6.23

11.50

9.15

2

BlackRock 90/10 Target Allocation ETF

3.01

8.38

23.10

7.41

11.27

3

RiverFront Global Growth

3.30

7.50

24.03

6.56

10.58

8.05

4

Brinker American Hybrid Agg Growth 100

3.59

8.09

23.12

5.40

10.30

8.73

5

Brinker American Funds Agg Growth 100

3.64

8.22

24.62

5.12

10.24

9.02

6

SMART Portfolio LT (5) Aggressive

2.90

7.20

18.21

4.87

10.20

9.07

7

Horizon Growth Portfolio

2.79

6.77

21.12

5.50

10.08

7.76

8

Morningstar A/P Aggressive Growth - BNY

3.16

6.79

20.27

6.83

10.06

8.00

9

Vanguard Russell 90%Equity/10%Fixed Inc

2.87

6.76

20.33

5.82

9.98

8.49

10

Vanguard CORE 90%Equity/10%Fixed Income

2.87

6.76

20.45

5.78

9.96

8.50

11

SMART Portfolio (5) Aggressive

2.61

6.46

17.74

5.16

9.95

9.36

12

Morningstar ETF Aggressive Growth

3.19

6.62

19.57

6.54

9.94

8.26

13

Morningstar Wealth Builder Agg Growth

3.12

7.55

22.22

6.43

9.70

14

Cantor Fitzgerald 20 Plus Yrs Aggressive

2.52

6.39

19.78

6.12

9.65

7.35

15

Benchmark: Morningstar Agg Tgt Risk TR USD

3.21

6.56

19.60

5.58

9.58

8.30

16

GS Multi-Mgr 80/20 ETF Model Portfolio

2.88

6.78

19.55

5.93

9.55

8.39

17

Buckingham DFA GT+ Hi Agg

4.08

6.12

20.42

7.03

9.49

7.65

18

Brinker Core Plus ETF RB 100 Aggressive

3.28

6.38

18.48

4.94

9.14

7.62

19

Symmetry Panoramic 90/10

3.64

8.10

20.22

6.30

8.82

7.14

20

Destinations Aggressive

2.95

6.26

18.36

3.99

8.55

7.29

21

Global X Core Series Agg ETF Model

2.27

5.67

17.50

2.87

8.42

22

WisdomTree Aggressive Allocation

2.88

5.87

18.42

5.18

8.18

23

Brinker Core Plus ETF RB 90 Aggressive

2.92

5.93

16.22

4.34

8.16

6.89

24

GS Multi-Mgr 80/20 Fund Model Portfolio

2.66

7.20

20.38

3.31

8.16

7.38

25

RBA Global Aggressive ETF

3.32

5.16

10.48

3.35

8.13

26

FT Aggressive Growth ETF

3.27

7.05

17.78

3.76

7.98

27

SEI Tactical ETF Aggressive

2.83

5.26

16.21

3.94

7.98

7.18

28

Beacon Vantage 3.0 Aggressive

3.65

6.37

11.04

3.89

7.49

29

Frontier Asset Mgt Global Opportunities

3.26

4.79

14.33

1.34

7.42

7.65

30

Frontier Asset Mgt Long-Term Growth

3.18

5.79

15.99

3.30

6.84

6.97

31

SEI Aggressive Strategy I (SAAT)

3.17

6.12

15.22

2.80

6.62

5.70

32

RISKHedge Portfolio - Accumulation

2.22

6.94

15.06

2.75

6.44

6.25