SMART Portfolio

  Portfolio

MTD

YTD

1 Year

3 Year

5 Year

10 Year

1

Clark Navigator Global Balanced 80-20

2.68

4.49

17.56

2.92

10.67

7.79

2

BlackRock 80/20 Target Allocation ETF

2.80

7.46

20.69

6.74

10.46

3

RiverFront Global Allocation

2.97

6.73

21.34

5.88

9.83

7.66

4

JPMorgan Tactical 75/25 Model – ENV

2.90

7.14

18.16

4.55

9.29

7.62

5

Vanguard CORE 80%Equity/20%Fixed Income

2.65

5.95

18.36

4.92

8.96

7.80

6

Brinker American Hybrid Agg Growth 85

3.06

6.69

18.77

4.95

8.78

7.68

7

Brinker American Funds Agg Growth 85

3.14

6.88

19.55

4.44

8.73

7.97

8

Morningstar A/P Growth - BNY

2.80

5.67

17.16

5.40

8.68

7.01

9

Morningstar ETF Growth

2.84

5.50

16.79

5.18

8.59

7.22

10

Cantor Fitzgerald 11-19 Years Aggressive

2.32

5.57

17.80

5.20

8.57

6.56

11

GS Multi-Mgr 70/30 ETF Model Portfolio

2.66

5.94

17.44

4.95

8.50

7.60

12

SMART Portfolio LT (4) Moderate Aggressive

2.80

6.71

16.90

3.97

8.37

7.59

13

Morningstar Wealth Builder Growth

2.77

6.36

19.06

5.09

8.27

14

Benchmark: Morningstar Mod Agg Tgt Risk TR USD

2.85

5.41

16.56

4.22

8.23

7.28

15

SMART Portfolio (4) Moderate Aggressive

2.57

5.93

15.53

3.96

8.14

7.96

16

Symmetry Panoramic 80/20

3.36

7.18

18.28

5.40

7.93

6.53

17

Destinations Moderately Aggressive

2.71

5.58

16.60

3.47

7.66

6.59

18

Brinker American Funds Growth 70

2.66

5.50

16.09

3.73

7.62

6.87

19

Global X Core Series Mod Agg ETF Model

2.17

5.39

16.33

3.34

7.59

20

Brinker Core Plus ETF RB 80 Mod Agg

2.54

5.05

13.93

3.51

7.41

6.30

21

GS Multi-Mgr 70/30 Fund Model Portfolio

2.45

6.34

18.24

2.74

7.25

6.68

22

Buckingham DFA GT+ Mod Agg

3.08

4.42

15.54

5.08

7.11

6.08

23

FT Moderate Growth ETF

2.94

6.25

15.24

3.17

6.94

24

Brinker Core Plus ETF RB 75 Mod Agg

2.40

4.63

12.70

3.07

6.88

5.86