SMART Portfolio

Portfolio

MTD

YTD

1 Year

3 Year

5 Year

10 Year

1

Clark Navigator Global Balanced 60-40

2.34

3.90

15.54

2.72

9.17

7.04

2

Cantor Fitzgerald 11-19 Years Moderate

2.23

5.28

17.16

4.93

8.30

6.41

3

BlackRock 60/40 Target Allocation ETF

2.38

5.55

16.10

4.45

8.18

4

Horizon Moderate Portfolio

2.40

5.10

16.72

3.74

8.00

6.39

5

JPMorgan Tactical 60/40 Model – ENV

2.52

5.67

14.65

3.26

7.61

6.37

6

Brinker American Hybrid Growth 70

2.69

5.60

16.51

4.16

7.58

6.47

7

GS Multi-Mgr 60/40 ETF Model Portfolio

2.42

5.07

15.18

3.85

7.42

6.75

8

RiverFront Moderate Growth and Income

2.10

4.79

14.34

4.13

7.25

6.37

9

Global X Core Series Mod ETF Model

1.98

4.81

14.55

3.14

7.14

10

Morningstar A/P Moderate Growth-Pershing

2.30

4.19

13.34

3.49

6.82

5.83

11

Destinations Moderate

2.46

4.91

14.94

3.01

6.76

5.84

12

Brinker American Funds Mod Growth 60

2.33

4.52

13.76

2.93

6.75

6.16

13

Morningstar Wealth Builder Mod Grwth

2.32

4.69

14.77

3.15

6.74

14

Morningstar ETF Moderate Growth

2.35

4.08

13.20

3.34

6.67

5.86

15

Brinker American Hybrid Mod Growth 60

2.38

4.75

13.96

3.25

6.49

5.65

16

WisdomTree Moderate Allocation

2.38

4.29

14.63

3.67

6.49

17

Benchmark: Morningstar Mod Tgt Risk TR USD

2.38

3.91

12.77

2.64

6.42

5.91

18

Buckingham DFA GT+ Mod

2.72

3.77

13.75

4.28

6.39

5.47

19

GS Multi-Mgr 60/40 Fund Model Portfolio

2.25

5.44

15.98

1.98

6.35

5.96

20

SMART Portfolio (3) Moderate

2.26

4.84

12.34

2.74

6.17

6.40

21

SMART Portfolio LT (3) Moderate

2.33

4.99

12.61

1.92

6.13

6.17

22

Symmetry Panoramic 60/40

2.78

5.32

14.34

3.59

6.11

5.24

23

Brinker American Funds Moderate 50

2.11

3.78

11.76

2.33

5.89

5.31

24

Brinker Core Plus ETF RB 60 Moderate

2.02

3.80

10.51

2.35

5.67

5.05

25

Brinker American Hybrid Moderate 50

2.06

3.73

11.46

2.40

5.48

4.71

26

Beacon Vantage 3.0 Balanced

2.88

4.00

7.79

2.30

5.40

27

FT Balanced Growth ETF

2.40

4.43

10.41

1.76

5.32

28

RBA Global ETF Moderate

2.54

2.92

5.76

1.02

5.15

5.22

29

Vanguard CORE 40%Equity/60%Fixed Income

1.78

2.72

10.26

1.42

4.76

4.84

30

RISKHedge Portfolio - Balanced

2.31

6.79

14.24

2.16

4.46

4.67

31

Brinker Core Plus ETF RB 50 Moderate

1.72

2.92

8.29

1.61

4.40

4.12

32

SEI Tactical ETF Moderate

1.50

2.41

8.05

2.29

4.22

4.60

33

Frontier Asset Mgt Balanced

1.84

3.40

10.36

1.37

4.01

4.89