SMART Portfolio

  Portfolio

MTD

YTD

1 Year

3 Year

5 Year

10 Year

1

GS Multi-Mgr 50/50 ETF Model Portfolio

2.19

4.19

13.01

2.93

6.41

5.95

2

Cantor Fitzgerald 6-10 Years Conservativ

1.77

3.42

12.33

2.91

5.82

4.70

3

BlackRock 40/60 Target Allocation ETF

1.92

3.50

11.04

2.32

5.79

4

GS Multi-Mgr 50/50 Fund Model Portfolio

2.05

4.50

13.58

1.36

5.55

5.31

5

JPMorgan Tactical 40/60 Model – ENV

2.00

3.64

10.32

1.74

5.52

4.79

6

Global X Core Series Mod Cons ETF Model

1.46

3.50

11.22

2.00

5.17

7

Clark Navigator Global Bal 40-60 Hedged

1.69

2.22

9.27

0.49

5.08

4.27

8

Morningstar A/P Income & Growth-Pershing

1.84

2.71

9.64

1.48

4.78

4.47

9

Destinations Moderately Conservative

1.95

3.40

11.09

1.80

4.76

4.33

10

Benchmark: Morningstar Mod Con Tgt Risk TR USD

1.83

2.52

9.42

1.27

4.70

4.57

11

Morningstar ETF Income & Growth

1.85

2.73

9.65

1.57

4.61

4.34

12

Morningstar Wealth Builder Inc & Growth

1.82

2.93

10.36

1.19

4.56

13

Symmetry Panoramic 40/60

2.16

3.36

9.96

1.91

4.33

3.84

14

FT Conservative Growth ETF

1.94

2.87

7.10

1.56

4.25

15

Buckingham DFA GT+ Con

2.01

2.55

10.34

2.67

4.17

3.84

16

Brinker Core Plus ETF RB 40 Mod Conserv

1.42

2.33

6.46

0.97

3.50

3.38

17

SMART Portfolio LT (2) Moderate Conservative

2.11

4.56

11.45

1.17

3.47

3.77

18

SMART Portfolio (2) Moderate Conservative

1.94

3.18

8.61

1.04

3.39

4.37

19

Frontier Asset Mgt Conservative Income

1.51

2.73

8.80

2.31

2.85

3.24