CORE GROWTH

PORTFOLIO OVERVIEW

START DATE: 2006-12-31

END DATE: 2025-06-30

1471.86%

PORTFOLIO RETURN

$ 157,185.73

CURRENT VALUE

CORE GROWTH MODEL OVERVIEW

CURRENT ALLOCATION

1
2
3
4
1

TECHNOLOGY 30%

2

LARGE GROWTH 40%

3

FINANCIAL 15%

4

MIDCAP GROWTH 15%

SAMPLE MODEL EXPOSURE

CORE GROWTH MODEL PERFORMANCE

Benchmark | S&P 500