CORE MODERATE GROWTH

PORTFOLIO OVERVIEW

START DATE: 2006-12-31

END DATE: 2023-12-31

769. 43 %

PORTFOLIO RETURN

$ 86 ,942 .96

CURRENT VALUE

CORE MODERATE GROWTH MODEL OVERVIEW

CURRENT ALLOCATION

1
2
3
4
1

TECHNOLOGY 40%

2

LARGE GROWTH 30%

3

FINANCIAL 15%

4

MID-CAP GROWTH 15%

SAMPLE MODEL EXPOSURE

CORE MODERATE GROWTH MODEL PERFORMANCE

Benchmark | S&P 500