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Global Investment Committee Moderate Balanced Accredited Client Model
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R. BROOKS BRYDGES 2010
THE TOWNE CENTRE GROUP - WEALTH MANAGEMENT
MORGAN STANLEY SMITH BARNEY UMA Levels:
7777 FAY AVENUE, SUITE 300, LA JOLLA, CA 92037
800/423-8258 858/456-4939 619/379-5502 CELL 858/459-3164 FAX
KEY:SEPARATELY MANAGED ACCOUNTS(SMA)&HEDGE FUNDS
ASSET ALLOCATION FOR: INDIVIDUAL SECURITIES
MUTUAL FUND MANAGERS
INDICES & ETFs
GLOBAL INVESTMENT COMMITTEE: MODERATE BALANCED ALLOCATION (MODEL 4 TACTICAL)CASH RESERVE:
ACCOUNTS EQUITY FIXED INCOME CASH/MMF VALUE
Trust (Non-Qualified Assets) 0 0 5,000,000 5,000,000 IRA (Qualified Assets) 0 0 0 0529 College Fund 0 0 0 0Etc…. 0 0 0 0
0 0 0 00 0 0 00 0 0 0
CURRENT TOTALS $ 0 0 5,000,000 5,000,000CURRENT WEIGHTING % 0% 0% 100% 100%
RECOMMENDED TARGET $ 3,250,000 1,450,000 300,000 5,000,000RECOMMENDED TARGET % 65% 29% 6% 100%
RECOMMENDED CHANGE $ 3,250,000 1,450,000 -4,700,000 0
Non-Discretionary Portfolios: Client Input
Discretionary Portfolios: Advisor's Discretion
Firm Discretionary: Investment Committee Discretion
http://fa.smithbarney.com/rbbrydges
EQUITY SUMMARY
SECURITY CURRENT $ TARGET % TARGET $ CHANGE $ 1 Year 3 Yr. Annl. 5 Yr. Annl 10 Yr. Annl.
DEVELOPED MARKET LARGE & MID CAP 0 26.0% $1,300,000 $1,300,000 U.S. Large Cap 0 8.0% $400,000 $400,000 Large Cap Growth 0 4.0% $200,000 $200,000 Polen Capital Mgmt.-Large Cap Growth 0 39.8% 3.8% 5.0% 3.5%Atalanta Sosnoff- Large Cap Core 0 33.1% -0.3% 6.2% 2.4%Riverbridge Eco Leaders- All Cap Growth 0 43.9% 2.2% 3.8% naRoosevelt Inv Growth- All Cap Core 0 17.8% 1.7% 6.0% 5.2%Clearbridge Advisors- Core Appreciation (UMA) 0 20.2% -0.2% 4.0% naClearbridge Advisors- Large Cap Growth (MDA/UMA) 0 36.4% -4.1% 0.1% -0.4%Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%Clearbridge Advisors- Multi Cap Growth (MDA/UMA) 0 49.7% -2.2% 3.5% 7.0%ClearBridge Opportunity- All Cap Core (UMA) 0 56.4% -1.8% 3.3% 11.2%Janus Adviser Forty (Large Cap Growth) 0 44.2% 3.4% 7.0% 0.8%JP Morgan US Large Cap Core Plus Select (130/30) 0 36.4% 0.6% na naAlger Capital Appreciation Instl (All Cap Growth) 0 49.1% 3.3% 8.4% -1.3%Wells Fargo Advantage Opportunity Fund (All Cap Core) 0 47.6% -2.4% 2.3% 3.2%Smith Barney Private Client Balanced Equity Model Port. 0 24.7% 2.0% 4.5% naRussell 1000 Growth Index (Large Cap Growth) 0 37.2% -1.9% 1.6% -4.0%Standard & Poors 500 Index (Large Cap Core) 0 26.5% -5.6% 0.4% -1.0%
Large Cap Value 0 4.0% $200,000 $200,000 BlackRock Equity Dividend-Large Cap Value 0 20.7% -1.3% 5.6% 6.7%Lord Abbett All Cap Value 0 27.4% -0.1% 4.1% 7.8%Clearbridge Advisors-All Cap Value (MDA/UMA) 0 28.5% -4.2% 1.4% 3.4%BlackRock Equity Dividend 0 22.2% -1.8% 4.9% 5.8%Nuveen Tradewinds Value Opportunities Fund (All Cap Value) 0 51.1% 4.5% 11.3% naRussell 1000 Value Index (Large Cap) 0 19.7% -9.0% -0.3% 2.5%Dow Jones Industrial Average 0 22.7% -3.1% 1.9% 1.3%
U.S. Mid Cap 0 4.0% $200,000 $200,000 Mid Cap Growth 0 2.0% $100,000 $100,000 Frontier Asset Mgmt.- Mid Cap Growth Equity 0 36.3% 3.4% 7.2% 6.5%ClearBridge- Mid Cap Core 0 38.3% -0.5% 4.2% naClearbridge Advisors- Multi Cap Growth (MDA) 0 49.7% -2.2% 3.5% 7.0%Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%Goldman Sachs Growth Opportunities (Mid Cap Growth) 0 58.2% 4.4% 4.9% 6.7%Aston/Optimum Mid Cap (Mid Cap Core) 0 66.6% 2.6% 5.9% 10.5%Russell Mid Cap Growth Index 0 46.3% -3.2% 2.4% -0.5%
Mid Cap Value 0 2.0% $100,000 $100,000 Kennedy Capital- Mid Cap Value 0 35.5% -0.4% 5.2% naPENN Capital-Mid Cap Core/ Value Bias 0 48.1% -7.1% 3.4% naClearbridge Advisors-All Cap Value (MDA) 0 28.5% -4.2% 1.4% 3.4%Artisan Mid Cap Value 0 39.3% 0.8% 6.2% naJanus Adviser Perkins Mid Cap Value I 0 30.7% 0.8% 5.5% 11.2%Russell Mid Cap Value Index 0 34.2% -6.6% 2.0% 7.6%
International Developed 0 14.0% $700,000 $700,000 Europe ex U.K. 0 2.0% $100,000 $100,000
MSCI EMU Index 0 31.4% -6.3% 4.1% 1.3%
United Kingdom 0 1.0% $50,000 $50,000
MSCI UK Index 0 43.3% -7.1% 2.4% 1.3%
Japan 0 1.0% $50,000 $50,000
MSCI Japan Index 0 6.3% -10.4% -0.8% -3.7%
Asia Pacific Ex-Japan 0 1.5% $75,000 $75,000
MSCI Pacific ex-Japan Index 0 72.8% 3.8% 10.9% 15.5%
Canada 0 1.5% $75,000 $75,000
MSCI Canada Index 0 56.2% 3.3% 10.8% 8.9%
International/ Global Diversified 0 7.0% $350,000 $350,000 Renaissance Investment Mgmt.-International Equity ADR 0 34.2% 0.9% 10.9% 4.9%Harding Loevner International- Growth 0 46.3% -2.1% 7.8% 3.0%Thornburg International-Value 0 44.9% -1.6% 7.4% 7.6%Harding Loevner Global Equity ADR 0 44.6% -0.8% 6.0% 3.4%River Front Investment Group- Global Allocation 0 28.4% -3.1% 3.8% naClearbridge Advisors- International Core/Growth (MDA) 0 31.2% -2.9% 5.6% 1.7%International (not including USA)Janus Adviser International Overseas Growth (Large Cap Growth) 0 78.3% 2.5% 16.0% 5.0%Allianz NFJ International Value (Large Cap Value) 0 41.8% 0.1% 9.3% na
Global Diversified (including U.S.)BlackRock Global Allocation Fund (Tactical Allocation) 0 24.1% 3.3% 7.6% 8.8%MFS International Diversification Fund of Funds 44.3% -4.7% 5.7% naMSCI AC World Index 0 42.1% -3.0% 6.3% 3.1%MSCI EAFE Index 0 32.5% -5.6% 4.0% 1.6%
DEVELOPED MARKET SMALL CAP 0 7.0% $350,000 $350,000 U.S. Small Cap 0 5.0% $250,000 $250,000 Small Cap Growth 0 2.0% $100,000 $100,000 TCW Small Cap Growth 0 65.0% 6.6% 8.2% -6.9%London Company Small Cap Core 0 39.9% 0.9% 7.1% 14.8%Clearbridge Advisors- Multi Cap Growth (MDA) 0 49.7% -2.2% 3.5% 7.0%Clearbridge Advisors- All Cap Growth (MDA) 0 42.2% -3.2% 1.8% 3.1%TCW Small Cap Growth 0 63.3% 6.0% 8.1% -6.0%Russell 2000 Growth Index 0 34.5% -4.0% 0.9% -1.4%
Small Cap Value 0 3.0% $150,000 $150,000 Kayne Anderson Small Cap Qual Value 0 28.3% -2.3% 4.6% 11.3%Clearbridge Advisors-All Cap Value (MDA) 0 28.5% -4.2% 1.4% 3.4%Royce Premier Investment (Small Cap Value) 0 33.3% 2.5% 6.5% 10.7%Russell 2000 Value Index 0 20.6% -8.2% 0.0% 8.3%World ex U.S. Small Cap 0 2.0% $100,000 $100,000 Oppenheimer International Small Company 0 118.3% -5.0% 9.2% 6.3%MSCI EAFE Small Cap Index 0 46.8% -7.2% 4.2% 4.9%
EMERGING MARKETS 0 8.0% $400,000 $400,000 Lazard-Emerging Markets 0 79.2% 2.4% 15.5% naLazard Asset Management Emerging Markets 0 69.8% 5.6% 16.8% 11.5%MSCI Emerging Markets Free Index 0 78.5% 5.1% 15.5% 9.8%
ALTERNATIVE INVESTMENTS 0 24.0% $1,200,000 $1,200,000 Real Estate & REITs 0 5.0% $250,000 $250,000 INVESCO Realty Real Estate 0 46.7% -14.4% 3.5% 13.2%ING Global Real Estate Fund (Global) 0 44.7% -13.3% 2.0% naCohen & Steers Realty Majors Index 0 24.9% -15.4% -0.5% 10.5%
Commodities: Real Assets/Natural Resources 0 4.0% $200,000 $200,000 PIMCO Commodity Real Return Strategy 0 35.1% -2.9% 0.9% naGoldman Sachs Commodity Index Trust 0 13.5% -7.0% -3.0% 5.1%Gabelli GAMCO Gold Fund 0 35.2% 6.7% 17.5% 20.1%Evergreen Precious Metals Fund 0 32.6% 8.8% 20.1% 22.5%COMEX Gold Trust Index 0 24.0% 19.9% 20.1% 14.3%Newgate Global Resources Portfolio 0 51.0% 0.1% 9.3% naIvy Global Natural Resources 0 62.6% -3.7% 7.7% 14.1%BlackRock Natural Resources 0 43.8% 2.6% 11.2% 14.9%S&P NA Natural Resources Index 0 37.5% 2.0% 11.1% 9.2%
Equity Structured Products 0 0.0% $0 $0
Hedge Funds/Long Short/ Flex Portfolios 0 15.0% $750,000 $750,000
Relative Value/ Event Driven 0 3.0% $150,000 $150,000 Event DrivenIcahn - CAI Hedge Forum (Long/Short/Distressed) 0 29.5% na na naOch Ziff (Event Driven) 0 Hedge Premier 23.1% 10.4%York (Event Driven) 0 Hedge Premier 40.4% 7.2% inc.Paulson Advantage-CAI Hedge Forum (Event Driven Global Merger 0 Hedge Premier 12.0% na na naPaulson Advantage Plus-CAIHedgeForum (Event Driven Multi-Strat 0 Hedge Premier 19.5% 59.3% na naPaulson Recovery - CAI Hedge Forum (Distressed) 0 22.3% na na naRelative Value Double Black Diamond (Relative Value) 0 Hedge Premier 27.1% 10.8%Mariner-Tricadia (Relative Value) 0 Hedge Premier 26.3% 21.5% inc.Equity Market Neutral Mutual FundsJP Morgan: Highbridge Statistical Market Neutral Fund 0 -5.0% 1.4% na naJP Morgan Market Neutral 0 7.6% 5.2% 4.1% naHFRI Event Driven/Relative Value FOF Cons Index 9.5% -1.9% 13.6% 3.5%
Long/Short Equity 0 3.0% $150,000 $150,000 Front Point Health Care 2X Fund (Directional:Healthcare) 0 Hedge Premier 23.1% 10.5%Front Point Financial Services Fund, LP (Directional: Financial) 0 Hedge Premier 11.5% 18.2% inc.Ivory Flagship Fund (U.S.) 0 Hedge Premier 16.6% 11.2%Maverick (Directional) 0 Hedge Premier 18.1% 3.6% inc.Traxis (Directional) 0 Hedge Premier 34.7% 6.8%
Long Short Mutual FundsBaron Partners Fund 0 38.1% -11.7% 0.3% naDiamon Hill Long/Short Equity Fund 0 23.9% -2.1% 5.7% na
Tactical Flex Portfolio Mutual Funds
JP Morgan U.S. Large Cap Core Plus (130/30 Strategy) 0 36.4% 0.6% na naIvy Asset Strategy Fund 0 22.4% 7.5% 13.3% 9.3%HFRI Long/Short FOF Strategic Index 13.3% -1.5% 3.3% 3.6%
Managed Futures 0 4.0% $200,000 $200,000 Multi ManagerCitigroup Global Diversified Futures Fund, LP (Diversified) 0 -10.5% 4.3% 7.2% 7.0%Citigroup Orion Futures Fund, LP (Diversified) 0 -5.0% 14.1% 14.8% 13.8%Single ManagerSmith Barney Bristol Futures Fund, LP (Energy) 0 12.2% 14.1% na naSmith Barney AAA Energy Fund, LP 0 6.7% 18.8% 31.0% 25.2%Rydex Managed Futures Fund 0 -8.4% na na naBarclay CTA -0.3% 6.4% 5.0% 6.6%
Hedge Fund of Funds & Multi Strategy 0 5.0% $250,000 $250,000 Multi Manager: RegisteredCAI Multi-Advisor Hege Fund Portfolios,G (Multi-Strategy) 0 21.6% 3.7% 5.1% inc.Lazard Alternative Strategies Fund, LLC (Multi Strategy) 0 11.1% 2.3% 4.4% inc.Multi Manager Permal Macro (Global Macro) 0 16.7% 6.4% 7.9% 8.8%Fortress Partners Alternatives Fund, LP (Multi-Strategy Global) 0 na na na naPermal Investment Holdings (Multi-Strategy) 26.3% 1.0% 4.7% 4.7%Single Manager Equity: Multi StrategySAC Multi-Strategy - CAI Hedge Forum (Global) 0 na na na naSingle Manager Fixed IncomePermal Fixed Income Holdings N.V. (Multi Strategy Fixed Income) 0 27.1% 4.0% 6.0% 8.9%Goldman Sachs Absolute Return Tracker Fund 0 6.1% na na naHatteras Alpha Hedged Strategies Fund 0 19.1% -4.6% -0.1% naIQ Hedge Multi-Strategy Tracker ETF 0 10.0% na na naCSFB/Tremont Hedge Fund IndexHFRI Multi-Strategy FOF Diversified Fund Index 10.7% -1.3% 2.6% 3.8%HFRI Distressed 29.2% 0.5% 5.0% 9.2%Convertible ArbitrageEquity Market NeutralRisk ArbitrageGlobal MacroFixed Income Arbitrage
Illiquids 0 0.0% $0 $0 Qualified Purchasers Only
Private Equity 0 0.0% $0 $0 Private Equity Single Manager
0Private Equity Multi Manager
0
Private Real Estate 0 0.0% $0 $0 Real Estate Single ManagerSterling Land & Retail Dev. Opps. LP (Land Acquisition & Shoppin 0Real Estate Multi-Manager
0NCREIF Property IndexU.S. Private Equity IndexU.S. Venture Capital IndexGlobal (ex- U.S.) Private Equity & Venture Capital Index
TOTAL EQUITY 0 65.0% $3,250,000 $3,250,000
FIXED INCOME SUMMARY
CURRENT $ TARGET % TARGET $ CHANGE $ 1 Year 3Yr.Annl 5Yr.Annl 10Yr.Annl
CASH/MONEY MKT & SHORT DURATION 5,000,000 6.0% $300,000 ($4,700,000)Money Markets 5,000,000 3% $150,000 ($4,850,000)Western Assets Money Market Fund 5,000,000Western Assets California Municipal Money Market Fund 0Western Assest Government Money Market 0Western Asset/ Citi Institutional Money Market 0Citi US Treasury Reserves & Premium US Treasury Res. 0Bank Deposit Program (FDIC Insurance) 0Dreyfus Institutional Reserves Treasury Pime (IRA's) 0
Investment Grade Short Duration Bonds/CDs 0 3.0% $150,000 $150,000 Legg Mason Partners Short Duration Muni Income 0 4.8% 4.6% 3.7% naPIMCO Short Term Fund & PIMCO Low Duration (UMA) 0 7.3% 3.9% 3.6% 3.6%PIMCO Low Duration (UMA) 13.6% 5.9% 4.2% 4.5%Barclasys Short Treasury Bond (UMA) 0 0.4% 2.8% 3.2% 3.2%T-Bills & Certificates of Deposit (<1 Year Maturity) 0Outside Money Management Accounts (Bank/Brokerage) 0
TAXABLE FIXED INCOME 0 18.5% $925,000 $925,000
Global Investment Grade 0 10.0% $500,000 $500,000 Certificates of Deposit (>1 Year Maturity)
0
Mortgage Backed SecuritiesMortgage Backed Securities 0 PIMCO Mortgage Backed Securities Fund 0 14.8% 7.5% 5.8% naInvestment Grade Corporate BondsInvestment Grade Corporate Bonds 0 Madison (Investment Grade Corporate Bonds) 0 11.2% 6.9% 5.4% 8.0%MFS Research Bond Fund 0 21.3% 6.3% 4.8% 6.9%Goldman Sachs $ InvesTop Corporate Index 0 12.8% 5.8% 4.4% 6.3%Preferred SecuritiesPreferred Securities 0Principal Spectrum Preferred Securities 0 39.9% -2.5% 0.8% 6.0%Principal Funds Preferred Securities 0 54.9% 2.1% 2.9% naConvertible BondsCalamos Investment Grade Convertible 0 23.6% 1.6% 4.6% 4.2%Calamos Convertible Fund 0 30.9% 1.6% 4.2% 5.2%Multi-Sector IncomePIMCO- Total Return 0 15.5% 8.5% 6.6% naWestern Asset Core Plus Fixed Income (MDA) 0 16.8% 6.7% na naPIMCO Total Return Bond Fund 0 13.7% 9.1% 6.7% 7.5%PIMCO Unconstrained Bond Fund 0 13.9% na na naBarclays Capital U.S. Aggregate Bond Index 0 5.9% 6.0% 5.0% 6.3%Diversified InternationalOppenheimer International Bond Fund 0 16.9% 9.1% 8.0% 10.7%Diversified GlobalTempleton Global Bond Fund 0 18.4% 12.5% 9.7% 11.1%Fixed AnnuitiesNew York Life Lifetime Income Annuity 0
Global High Yield 0 2.5% $125,000 $125,000 BlackRock Investment Mgmt. High Yield Bond Fund 0 52.8% 4.3% 5.6% 6.6%Western Asset Global High Yield Bond Fund 0 52.3% 3.0% 4.7% 6.6%Barclays Capital U.S. Corporate High Yield Index 0 58.2% 6.0% 6.5% 6.7%
Global Emerging Markets 0 5.0% $250,000 $250,000 Goldman Sachs Emerging Markets Debt Fund 0 36.7% 6.6% 9.1% naMFS Emerging Markets Debt Fund 0 30.6% 7.4% 8.8% 13.9%JPMorgan Emerging Markets Debt Index 0 28.7% 6.9% na na
Global Inflation-Linked 0 1.0% $50,000 $50,000 PIMCO Real Return(Global Agency Inflation Indexed Securities) 0 18.7% 7.7% 5.0% 7.8%
TAX ADVANTAGED FIXED INCOME 0 10.50% $525,000 $525,000
Municipal Bonds 0 7.0% $350,000 $350,000 Municipal Bonds 0
Western Asset Current Market Municipal Portfolio(MDA) 0 6.3% 5.6% 4.3% 4.8%
Franklin Federal Intermediate Municipal Bond Fund 0 11.2% 3.9% 3.6% 4.9%
Franklin California Tax Free Municipal Income Fund 0 16.6% 2.9% 3.8% 5.4%
Franklin California Insured Tax Free Fund 0 8.8% 2.4% 2.9% 5.1%
Barclays Capital U.S. Municipal Bond Index 0 12.9% 4.4% 4.3% 5.8%
Municipal High Yield 0 2.5% $125,000 $125,000 Franklin California Hi Yield Municipal Fund 0 23.7% 0.7% 2.7% 5.2%
Treasury Bonds & U.S. Agency 0 0.0% $0 $0 Treasury Bonds 0Legg Mason Western Asset Government Securities Fund (US Govt) 0 10.2% 5.5% 4.4% 5.6%Barclays 20+ Year Treasury Index 0 -21.4% 5.0% 4.9% 7.6%Barclays 7-10 Year Treasury Index 0 -6.0% 6.9% 5.1% 6.7%Barclays 3-7 Year Treasury Index 0 -1.6% 7.0% 5.1% 6.2%
Inflation Linked 0 1.0% $50,000 $50,000 Barclays TIPS Bond Index(Treasury Inflation Notes) 0 11.4% 6.7% 4.6% 7.7%
TOTAL FIXED INCOME/CASH 5,000,000 35.0% $1,750,000 ($3,250,000)
TOTAL 5,000,000 100.0% $5,000,000 $0
MAJOR INDEX PERFORMANCE SUMMARY 1 Year 3 Yr. Annl 5 Yr. Annl 10 Yr. Annl.
Standard & Poors 500 23.5% -5.6% 0.4% -1.0%Dow Jones Industrials 22.6% -3.1% 1.9% 1.3%NASDAQ Composite 43.9% -2.1% 0.9% -5.7%Russell 2000 25.2% -7.4% -0.8% 2.2%MSCI EAFE 27.8% -8.7% 0.9% -1.1%MSCI World 26.9% -7.6% 0.0% -1.9%MSCI Emerging Markets 74.5% 2.7% 12.8% 7.3%Barclay Aggregate Bond Index 5.9% 6.0% 5.0% 6.3%
LEGG MASON PARTNERS- CLEARBRIDGE: MULTI DISCIPLINE ACCOUNT (MDA) PORT's 1 Year 3 Yr. Annl 5 Yr. Annl 10 Yr. Annl
Domestic….(MDA 5A: Clearbridge Advisors-40% Large Cap Growth, 40% All Cap Value, 20% Multi Cap Growth) 36.6% -3.8% 1.4% 3.6%Developed Markets…. (MDA 7A: Clearbridge Advisors-30% Large Cap Growth, 30% All Cap Value, 20% Multi Cap Growth, 20% Intl. AD 36.3% -3.5% 2.6% 3.4%Developed Balanced…. (MDA 7A Balanced: Clearbridge Advisors- 70% Equity and 30% Fixed Income) (Taxable or Tax Advantaged) 22.7% -1.8% 2.7% 4.3%Income Portfolios…. (MDA: 70% Barclays Agg/ 30% S&P 500) 17.6% 4.7% 5.3% na
BLENDED PORTFOLIO RETURNS YTD 2010 YEAR 2009 YEAR 2008 YEAR 2007 YTD YR 09 YR 08 YR 07 0.0% 0.0% 0.0% 0.0%
0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
Total Portfolio Returns $0 $0 $0 $0 0.0% 0.0% 0.0% 0.0%
LIFE INSURANCE & VARIABLE ANNUITY Acct Value Benefit Insured Premium$0 $0 $0 $0 $0 $0
The information and data in this report were obtained from sources considered reliable. Their accuracy or completeness is not guaranteed, and the giving of the same is not deemed as an offer or solicitation on our part with respect to the sale or purchase of any securities or commodities.
ETF I SHARE C SHARE Min.Inv.$50,000 $50,000 $50,000 $50,000 $50,000 $50,000 $50,000 $75,000 $75,000
JCAPZJLPSXALARXWOFDX
IWBSPY
$50,000 $50,000 $50,000
MADVXNVORX
IWVDIA
$75,000
$75,000 $75,000
GGOIXABMIX
IWP
$75,000 $75,000 $75,000
ARTQXJMVAX JMVCX
IWS
EZU
EWU
EWJ
EPP
EWC
$50,000 $50,000 $50,000 $50,000 $250,000 $75,000
JIGFXBIGIX
MALOX
ACWIEFA
$75,000 $75,000 $75,000 $75,000
TGSCX
$75,000 $75,000
RYPRX
OSMYXSCZ
$50,000 LZEMX
EEM
$50,000 IGLIX IGCAX
ICF
PCRPXGSG
GLDIX
IAU$50,000
IGNIX IGNCXSGLSX MAGRX
IGE
$250,000 $100,000 $100,000 $100,000 $100,000 $100,000
$100,000 $100,000
HSKSX
$500,000 $500,000 $250,000 $100,000 $100,000
BPTRXDHLSX
JLPSXIVAEX WASCX
$5,000 $25,000
$25,000 $25,000
RYMFX
$25,000 $100,000
$100,000 $250,000 $100,000
$100,000
$100,000 GJRTXALPHX
QAI
$250,000
SBCXSBCFSMGXCILX $1 MillionCIMX CUSTBDP
DUPX DGS
SMDYXPTSPXPLDPX PTLCX
SHV
PMRAX PMRCX
$250,000 MRBFX
LQD
PPSIX PFRCX
$100,000 CICVX
$125,000 $250,000
PTTPXPUCPX PUBCX
AGG
OIBYX OIBCX
TGBAX TEGBX
BHYIXSIHYX
JNK
GSDIX
EMB
PRLPX PRTCX
$100,000
FKITX
FCAVX FCAHX
FRCIX FRCAX
TFI
FCAMX FCAHX
SGVAX SGSLXTLTIEFIEI
TIP
SPYDIA
QQQQIWMEFAIWVEEMAGG