Opus Capital Group, LLC Diversified Active

CIK: 0001330325 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 7, 2015

Total Value ($000): $631,784 (100.0% shares, 0.0% debt)

Holdings (221)

VYM Vanguard High Dividend Yield Indx ETF 2.5%
Value ($000) $16,066 Shares 235,230 Est. Cost $61.11 Unrealized
PG Procter & Gamble Co 2.2%
Value ($000) $13,736 Shares 167,634 Est. Cost $55.45 Unrealized +14.7%
CUBI Customers Bancorp In 2.1%
Value ($000) $12,965 Shares 532,226 Est. Cost $16.07 Unrealized +34.1%
CSGS Csg Systems Intl Inc 2.0%
Value ($000) $12,694 Shares 417,664 Est. Cost $21.36 Unrealized +5.1%
Laclede Group Inc/Th 2.0%
Value ($000) $12,648 Shares 246,924 Est. Cost $46.40 Unrealized
Lasalle Hotel Proper 1.8%
Value ($000) $11,250 Shares 289,522 Est. Cost $28.05 Unrealized
LFCR Landec Corp 1.6%
Value ($000) $10,097 Shares 723,823 Est. Cost $13.51 Unrealized +2.3%
VOO Vanguard S&P 500 ETF 1.5%
Value ($000) $9,628 Shares 50,890 Est. Cost $180.42 Unrealized
PIPR Piper Jaffray Compan 1.5%
Value ($000) $9,198 Shares 175,354 Est. Cost $53.33 Unrealized +1.9%
HMN Horace Mann Educator 1.4%
Value ($000) $8,850 Shares 258,798 Est. Cost $29.27 Unrealized +10.0%
Crane Co 1.4%
Value ($000) $8,828 Shares 141,442 Est. Cost $62.27 Unrealized
CLDT Chatham Lodging Trus 1.3%
Value ($000) $8,516 Shares 289,581 Est. Cost $17.18 Unrealized
State Bank Financial 1.2%
Value ($000) $7,608 Shares 362,301 Est. Cost $15.03 Unrealized
Providence Service C 1.2%
Value ($000) $7,469 Shares 140,602 Est. Cost $36.44 Unrealized
Lannett Company, Inc 1.2%
Value ($000) $7,467 Shares 110,276 Est. Cost $67.71 Unrealized
Lexmark Internationa 1.2%
Value ($000) $7,462 Shares 176,222 Est. Cost $47.88 Unrealized
Ruth's Hospitality G 1.2%
Value ($000) $7,431 Shares 467,965 Est. Cost $12.35 Unrealized
CALM Cal-Maine Foods Inc 1.2%
Value ($000) $7,270 Shares 186,104 Est. Cost $30.42 Unrealized -12.6%
Pinnacle Financial P 1.1%
Value ($000) $6,925 Shares 155,755 Est. Cost $32.18 Unrealized
SYNA Synaptics Inc 1.1%
Value ($000) $6,724 Shares 82,698 Est. Cost $66.96 Unrealized +12.8%
UNF UniFirst Corp 1.1%
Value ($000) $6,659 Shares 56,583 Est. Cost $102.68 Unrealized +9.6%
CACI CACI International I 1.1%
Value ($000) $6,659 Shares 74,054 Est. Cost $75.86 Unrealized +15.1%
ENSG The Ensign Group Inc 1.0%
Value ($000) $6,627 Shares 141,431 Est. Cost $9.69 Unrealized +100.3%
IWB iShares Russell 1000 Index 1.0%
Value ($000) $6,589 Shares 56,878 Est. Cost $89.93 Unrealized
BKE Buckle Inc 1.0%
Value ($000) $6,534 Shares 127,878 Est. Cost $15.06 Unrealized +12.8%
MYRG MYR Group Inc 1.0%
Value ($000) $6,506 Shares 207,589 Est. Cost $22.39 Unrealized +21.1%
Sykes Enterprises 1.0%
Value ($000) $6,436 Shares 258,982 Est. Cost $19.87 Unrealized
Excel Trust Inc 1.0%
Value ($000) $6,270 Shares 447,245 Est. Cost $13.33 Unrealized
CTRE CareTrust REIT Inc 1.0%
Value ($000) $6,188 Shares 456,359 Est. Cost $14.78 Unrealized
SCSC ScanSource Inc 1.0%
Value ($000) $6,156 Shares 151,432 Est. Cost $37.34 Unrealized +1.5%
Enstar Group Ltd 1.0%
Value ($000) $6,154 Shares 43,378 Est. Cost $133.70 Unrealized
ARCC Ares Capital Corp 1.0%
Value ($000) $6,118 Shares 356,324 Est. Cost $5.23 Unrealized +12.7%
FSS Federal Signal Corp 1.0%
Value ($000) $6,047 Shares 382,981 Est. Cost $12.95 Unrealized +6.2%
DLX Deluxe Corp 0.9%
Value ($000) $5,938 Shares 85,706 Est. Cost $38.39 Unrealized +11.3%
AMSF Amerisafe Inc 0.9%
Value ($000) $5,907 Shares 127,717 Est. Cost $18.39 Unrealized 0.0%
EXLS Exlservice Holdings 0.9%
Value ($000) $5,902 Shares 158,643 Est. Cost $5.48 Unrealized +19.5%
RLJ RLJ Lodging Trust 0.9%
Value ($000) $5,887 Shares 188,028 Est. Cost $22.70 Unrealized
WNC Wabash National Corp 0.9%
Value ($000) $5,692 Shares 403,659 Est. Cost $11.25 Unrealized 0.0%
SXI Standex Internationa 0.9%
Value ($000) $5,663 Shares 68,947 Est. Cost $76.21 Unrealized -2.8%
NSIT Insight Enterprises 0.9%
Value ($000) $5,586 Shares 195,875 Est. Cost $26.63 Unrealized -3.3%
Bank of the Ozarks I 0.9%
Value ($000) $5,540 Shares 150,000 Est. Cost $38.76 Unrealized
Symetra Financial Co 0.9%
Value ($000) $5,525 Shares 235,488 Est. Cost $22.74 Unrealized
GBX Greenbrier Cos 0.9%
Value ($000) $5,476 Shares 94,411 Est. Cost $40.89 Unrealized 0.0%
Barnes Group 0.9%
Value ($000) $5,456 Shares 134,747 Est. Cost $30.09 Unrealized
Remy International I 0.9%
Value ($000) $5,418 Shares 243,934 Est. Cost $22.21 Unrealized
BPOP Popular Inc 0.9%
Value ($000) $5,392 Shares 156,777 Est. Cost $24.05 Unrealized +3.7%
PharMerica Corporati 0.8%
Value ($000) $5,350 Shares 189,800 Est. Cost $22.60 Unrealized
ACCO Acco Brands Corp 0.8%
Value ($000) $5,332 Shares 641,664 Est. Cost $4.88 Unrealized +13.4%
DES Wisdomtree Smallcap 0.8%
Value ($000) $5,288 Shares 73,357 Est. Cost $69.87 Unrealized
Alliance Fiber Optic 0.8%
Value ($000) $5,286 Shares 303,447 Est. Cost $17.42 Unrealized
SNX Synnex Corp 0.8%
Value ($000) $5,251 Shares 67,969 Est. Cost $16.65 Unrealized +104.6%
Cubic Corp 0.8%
Value ($000) $5,210 Shares 100,642 Est. Cost $52.66 Unrealized
SANM Sanmina Corp 0.8%
Value ($000) $5,179 Shares 214,095 Est. Cost $23.27 Unrealized -1.3%
KAI Kadant Inc 0.8%
Value ($000) $5,130 Shares 97,510 Est. Cost $34.37 Unrealized +16.9%
BHE Benchmark Electronic 0.8%
Value ($000) $5,069 Shares 210,939 Est. Cost $19.50 Unrealized +1.7%
NTGR Netgear Inc 0.8%
Value ($000) $4,989 Shares 151,728 Est. Cost $19.31 Unrealized +6.4%
Qlogic Corp 0.8%
Value ($000) $4,880 Shares 331,074 Est. Cost $13.51 Unrealized
CHE Chemed Corp 0.8%
Value ($000) $4,864 Shares 40,734 Est. Cost $69.12 Unrealized +53.4%
Innophos Holdings In 0.8%
Value ($000) $4,838 Shares 85,827 Est. Cost $48.60 Unrealized
Triumph Group Inc 0.8%
Value ($000) $4,807 Shares 80,497 Est. Cost $78.71 Unrealized
First NBC Bank Holdi 0.7%
Value ($000) $4,695 Shares 142,366 Est. Cost $34.70 Unrealized
BCC Boise Cascade Co 0.7%
Value ($000) $4,677 Shares 124,853 Est. Cost $25.95 Unrealized 0.0%
GLRE Greenlight Capital R 0.7%
Value ($000) $4,561 Shares 143,418 Est. Cost $33.63 Unrealized -4.5%
Colony Capital Inc 0.7%
Value ($000) $4,466 Shares 172,322 Est. Cost $20.06 Unrealized
HELE Helen of Troy Limite 0.7%
Value ($000) $4,437 Shares 54,446 Est. Cost $60.81 Unrealized +25.5%
SYBT Stock Yards Bancorp 0.7%
Value ($000) $4,420 Shares 128,368 Est. Cost $19.85 Unrealized +9.9%
Tech Data Corp 0.7%
Value ($000) $4,271 Shares 73,931 Est. Cost $58.86 Unrealized
Endurance Specialty 0.7%
Value ($000) $4,248 Shares 69,477 Est. Cost $51.46 Unrealized
ENS EnerSys 0.7%
Value ($000) $4,224 Shares 65,748 Est. Cost $41.85 Unrealized +34.0%
Mentor Graphics Corp 0.7%
Value ($000) $4,223 Shares 175,757 Est. Cost $21.57 Unrealized
Vonage Holdings Corp 0.7%
Value ($000) $4,218 Shares 859,148 Est. Cost $4.91 Unrealized
United Stationers In 0.7%
Value ($000) $4,123 Shares 100,591 Est. Cost $41.43 Unrealized
LKFN Lakeland Financial C 0.6%
Value ($000) $4,059 Shares 100,024 Est. Cost $18.99 Unrealized +6.5%
UFPT Ufp Technologies Inc 0.6%
Value ($000) $4,031 Shares 176,953 Est. Cost $23.81 Unrealized -4.8%
VTV Vanguard Large Value 0.6%
Value ($000) $4,029 Shares 48,142 Est. Cost $70.75 Unrealized
JBSS John B. Sanfilippo & 0.6%
Value ($000) $3,682 Shares 85,432 Est. Cost $28.34 Unrealized +36.6%
ARI Apollo Commercial Re 0.6%
Value ($000) $3,675 Shares 213,889 Est. Cost $16.42 Unrealized
Navigators Group 0.5%
Value ($000) $3,458 Shares 44,425 Est. Cost $77.84 Unrealized
ADUS Addus Homecare Corp 0.5%
Value ($000) $3,425 Shares 148,793 Est. Cost $21.52 Unrealized +3.7%
TRNS Transcat Inc 0.5%
Value ($000) $3,409 Shares 349,261 Est. Cost $9.53 Unrealized +0.1%
GBCI Glacier Bancorp Inc 0.5%
Value ($000) $3,242 Shares 128,880 Est. Cost $12.97 Unrealized +33.2%
Chase Corporation 0.5%
Value ($000) $3,179 Shares 72,690 Est. Cost $32.49 Unrealized
WINA Winmark Corp 0.5%
Value ($000) $3,144 Shares 35,906 Est. Cost $71.71 Unrealized +14.4%
RDN Radian Group Inc 0.5%
Value ($000) $3,090 Shares 184,056 Est. Cost $13.32 Unrealized +1.1%
IWF iShares Russell 1000 Growth 0.5%
Value ($000) $3,028 Shares 30,612 Est. Cost $90.07 Unrealized
STWD Starwood Property Tr 0.5%
Value ($000) $2,977 Shares 122,488 Est. Cost $24.75 Unrealized
CULP Culp Inc 0.5%
Value ($000) $2,863 Shares 107,043 Est. Cost $14.77 Unrealized +27.1%
GSBC Great Southern Banco 0.5%
Value ($000) $2,862 Shares 72,668 Est. Cost $30.72 Unrealized +22.4%
American Software In 0.4%
Value ($000) $2,619 Shares 256,295 Est. Cost $8.94 Unrealized
TLF Tandy Leather Factor 0.4%
Value ($000) $2,503 Shares 282,562 Est. Cost $9.35 Unrealized -6.3%
Atlas Financial Hold 0.4%
Value ($000) $2,378 Shares 134,602 Est. Cost $16.32 Unrealized
IWO iShares Russ 2000 Grw Idx 0.4%
Value ($000) $2,348 Shares 15,493 Est. Cost $137.79 Unrealized
BND Vanguard Total Bond Idx 0.4%
Value ($000) $2,299 Shares 27,571 Est. Cost $81.99 Unrealized
Health Net Inc 0.4%
Value ($000) $2,275 Shares 37,615 Est. Cost $33.26 Unrealized
UTMD Utah Medical Product 0.4%
Value ($000) $2,225 Shares 37,169 Est. Cost $52.55 Unrealized +11.9%
GHM Graham Corp 0.3%
Value ($000) $2,175 Shares 90,730 Est. Cost $24.40 Unrealized -16.1%
MMM 3M Co 0.3%
Value ($000) $1,994 Shares 12,092 Est. Cost $72.56 Unrealized +33.5%
MBB iShares Barclays MBS 0.3%
Value ($000) $1,769 Shares 16,034 Est. Cost $105.21 Unrealized
JPM JPMorgan Chase & Co 0.3%
Value ($000) $1,753 Shares 28,936 Est. Cost $42.47 Unrealized +4.3%
CRWS Crown Crafts Inc 0.3%
Value ($000) $1,751 Shares 226,281 Est. Cost $3.48 Unrealized +5.5%
IVV iShares S&P 500 Index 0.3%
Value ($000) $1,736 Shares 8,352 Est. Cost $162.98 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $1,695 Shares 16,145 Est. Cost $71.10 Unrealized -5.9%
BlackRock Inc 0.3%
Value ($000) $1,594 Shares 4,358 Est. Cost $320.02 Unrealized
XOM Exxon Mobil Corp 0.3%
Value ($000) $1,581 Shares 18,597 Est. Cost $55.96 Unrealized -0.7%
General Electric Co 0.2%
Value ($000) $1,570 Shares 63,263 Est. Cost $25.83 Unrealized
Kraft Foods Group 0.2%
Value ($000) $1,499 Shares 17,205 Est. Cost $58.58 Unrealized
VCSH Vanguard Short-Term Corp Bond ETF 0.2%
Value ($000) $1,455 Shares 18,141 Est. Cost $79.72 Unrealized
NVS Novartis AG 0.2%
Value ($000) $1,420 Shares 14,405 Est. Cost $75.91 Unrealized
HAS Hasbro Inc 0.2%
Value ($000) $1,416 Shares 22,424 Est. Cost $41.19 Unrealized 0.0%
MSFT Microsoft Corp 0.2%
Value ($000) $1,328 Shares 32,665 Est. Cost $27.52 Unrealized +35.3%
SCI Service Corp Int'l, Inc. 0.2%
Value ($000) $1,306 Shares 50,133 Est. Cost $20.67 Unrealized +17.6%
PFE Pfizer Inc 0.2%
Value ($000) $1,293 Shares 37,177 Est. Cost $20.10 Unrealized 0.0%
WMB Williams Companies 0.2%
Value ($000) $1,258 Shares 24,856 Est. Cost $24.22 Unrealized +3.0%
GNTX Gentex Corp 0.2%
Value ($000) $1,242 Shares 67,862 Est. Cost $17.43 Unrealized +1.3%
Merck & Co. Inc 0.2%
Value ($000) $1,237 Shares 21,525 Est. Cost $47.66 Unrealized
PEP Pepsico Inc 0.2%
Value ($000) $1,151 Shares 12,036 Est. Cost $64.25 Unrealized +8.5%
AJG Arthur J. Gallagher 0.2%
Value ($000) $1,104 Shares 23,610 Est. Cost $37.64 Unrealized +1.4%
JNJ Johnson & Johnson 0.2%
Value ($000) $1,094 Shares 10,878 Est. Cost $60.20 Unrealized +24.8%
NextEra Energy Inc 0.2%
Value ($000) $1,069 Shares 10,281 Est. Cost $93.00 Unrealized
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,029 Shares 9,603 Est. Cost $64.17 Unrealized +18.9%
SGA Saga Communications 0.2%
Value ($000) $1,020 Shares 22,903 Est. Cost $41.25 Unrealized +1.0%
CSCO Cisco Systems Inc 0.2%
Value ($000) $1,018 Shares 36,981 Est. Cost $15.80 Unrealized +27.2%
AbbVie Inc 0.2%
Value ($000) $1,012 Shares 17,294 Est. Cost $52.26 Unrealized
ADI Analog Devices Inc 0.2%
Value ($000) $1,011 Shares 16,044 Est. Cost $39.87 Unrealized +14.0%
PNC PNC Financial Servic 0.2%
Value ($000) $961 Shares 10,310 Est. Cost $62.74 Unrealized +2.4%
EMR Emerson Electric Co 0.1%
Value ($000) $932 Shares 16,448 Est. Cost $44.48 Unrealized -2.4%
PAYX Paychex Inc 0.1%
Value ($000) $925 Shares 18,639 Est. Cost $28.66 Unrealized +22.0%
Spectra Energy Corp 0.1%
Value ($000) $917 Shares 25,360 Est. Cost $35.02 Unrealized
CMT Core Molding Technol 0.1%
Value ($000) $911 Shares 53,065 Est. Cost $13.11 Unrealized +10.8%
ILCB iShares Mstar Large Core 0.1%
Value ($000) $911 Shares 7,510 Est. Cost $96.41 Unrealized
IWD iShares Russell 1000 Value 0.1%
Value ($000) $907 Shares 8,801 Est. Cost $84.17 Unrealized
NGS Natural Gas Services 0.1%
Value ($000) $884 Shares 45,988 Est. Cost $21.80 Unrealized -9.8%
Health Care REIT 0.1%
Value ($000) $880 Shares 11,375 Est. Cost $56.20 Unrealized
KO Coca Cola Inc 0.1%
Value ($000) $876 Shares 21,599 Est. Cost $27.11 Unrealized +9.2%
Walgreens Boots Alliance Inc. 0.1%
Value ($000) $847 Shares 10,000 Est. Cost $76.20 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $836 Shares 4,120 Est. Cost $93.11 Unrealized +58.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $822 Shares 11,860 Est. Cost $46.16 Unrealized +11.9%
BCE Inc 0.1%
Value ($000) $817 Shares 19,271 Est. Cost $43.07 Unrealized
GPC Genuine Parts Co 0.1%
Value ($000) $783 Shares 8,394 Est. Cost $55.76 Unrealized +26.3%
MCD McDonalds Corp 0.1%
Value ($000) $775 Shares 7,958 Est. Cost $71.60 Unrealized +0.8%
VTR Ventas, Inc 0.1%
Value ($000) $760 Shares 10,411 Est. Cost $45.24 Unrealized +18.1%
Tupperware Brands Co 0.1%
Value ($000) $752 Shares 10,900 Est. Cost $83.74 Unrealized
CASS Cass Information Sys 0.1%
Value ($000) $752 Shares 13,389 Est. Cost $29.69 Unrealized 0.0%
Wisconsin Energy Cor 0.1%
Value ($000) $730 Shares 14,759 Est. Cost $47.18 Unrealized
AAPL Apple Inc 0.1%
Value ($000) $726 Shares 5,834 Est. Cost $18.35 Unrealized +46.3%
HSY Hershey Co/The 0.1%
Value ($000) $693 Shares 6,870 Est. Cost $72.43 Unrealized +11.1%
Lyondellbasell Indu- 0.1%
Value ($000) $687 Shares 7,828 Est. Cost $89.16 Unrealized
VIG Vanguard Div Apprciation 0.1%
Value ($000) $654 Shares 8,125 Est. Cost $81.05 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $646 Shares 12,925 Est. Cost $18.07 Unrealized +44.9%
UBSI United Bankshrs Inc W Va 0.1%
Value ($000) $624 Shares 16,600 Est. Cost $30.60 Unrealized +19.4%
VONG Vangrd Russell 1000 Etf 0.1%
Value ($000) $606 Shares 5,970 Est. Cost $98.51 Unrealized
HD Home Depot 0.1%
Value ($000) $595 Shares 5,239 Est. Cost $85.33 Unrealized 0.0%
USB US Bancorp 0.1%
Value ($000) $560 Shares 12,830 Est. Cost $27.25 Unrealized +9.3%
IJR iShares S&P Smallcap 600 0.1%
Value ($000) $548 Shares 4,640 Est. Cost $109.29 Unrealized
IVW Ishares S&P 500 Growth 0.1%
Value ($000) $542 Shares 4,760 Est. Cost $90.63 Unrealized
NTTYY NIPPON TELEGRAPH & T 0.1%
Value ($000) $535 Shares 17,360 Est. Cost $27.02 Unrealized
LLY Eli Lilly & Co 0.1%
Value ($000) $520 Shares 7,155 Est. Cost $40.89 Unrealized +43.4%
PM Phillip Morris Inter 0.1%
Value ($000) $517 Shares 6,864 Est. Cost $49.46 Unrealized -4.8%
MRSH Marsh & Mclennan Com 0.1%
Value ($000) $504 Shares 8,980 Est. Cost $42.60 Unrealized +9.6%
Maxim Intg Pdts 0.1%
Value ($000) $503 Shares 14,461 Est. Cost $32.80 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.1%
Value ($000) $500 Shares 6,622 Est. Cost $73.54 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $499 Shares 5,410 Est. Cost $56.92 Unrealized +44.0%
TXN Texas Instruments 0.1%
Value ($000) $498 Shares 8,710 Est. Cost $34.00 Unrealized +22.7%
NSC Norfolk Southern Cor 0.1%
Value ($000) $495 Shares 4,812 Est. Cost $58.08 Unrealized +44.9%
ADP Automatic Data Proce 0.1%
Value ($000) $476 Shares 5,562 Est. Cost $53.99 Unrealized +25.7%
AGG iShares Barclays Agg Bond 0.1%
Value ($000) $459 Shares 4,117 Est. Cost $107.60 Unrealized
OMC Omnicom Group Inc 0.1%
Value ($000) $458 Shares 5,870 Est. Cost $40.69 Unrealized +30.3%
WMT Wal Mart Stores Inc 0.1%
Value ($000) $458 Shares 5,566 Est. Cost $21.83 Unrealized +5.5%
ACE Limited 0.1%
Value ($000) $458 Shares 4,110 Est. Cost $99.03 Unrealized
United Technologies 0.1%
Value ($000) $448 Shares 3,823 Est. Cost $115.62 Unrealized
IMPERIAL TOBACCO GRO 0.1%
Value ($000) $446 Shares 5,075 Est. Cost $77.73 Unrealized
ACN Accenture plc 0.1%
Value ($000) $440 Shares 4,700 Est. Cost $66.13 Unrealized +12.8%
IJH iShares S&P Midcap 400 0.1%
Value ($000) $435 Shares 2,860 Est. Cost $133.88 Unrealized
SPY S&P 500 Index SPDR 0.1%
Value ($000) $434 Shares 2,100 Est. Cost $186.66 Unrealized
T AT&T Inc 0.1%
Value ($000) $416 Shares 12,722 Est. Cost $10.86 Unrealized +8.5%
Unilever NV 0.1%
Value ($000) $413 Shares 9,880 Est. Cost $43.72 Unrealized
M&T Bank Corp 0.1%
Value ($000) $408 Shares 3,210 Est. Cost $125.55 Unrealized
DTEGY DEUTSCHE TELEKOM AG- 0.1%
Value ($000) $401 Shares 21,920 Est. Cost $17.12 Unrealized
Willis Group Holding 0.1%
Value ($000) $401 Shares 8,320 Est. Cost $43.27 Unrealized
UPS United Parcel Servic 0.1%
Value ($000) $395 Shares 4,070 Est. Cost $66.59 Unrealized +4.2%
TROW T Rowe Price Group I 0.1%
Value ($000) $391 Shares 4,830 Est. Cost $47.69 Unrealized +14.4%
BAX Baxter Intl Inc 0.1%
Value ($000) $389 Shares 5,685 Est. Cost $30.34 Unrealized +4.3%
ABT Abbott Laboratories 0.1%
Value ($000) $389 Shares 8,417 Est. Cost $35.52 Unrealized +5.4%
AXP American Express Co 0.1%
Value ($000) $387 Shares 4,951 Est. Cost $75.51 Unrealized -6.0%
KMI Kinder Morgan 0.1%
Value ($000) $385 Shares 9,165 Est. Cost $23.01 Unrealized +3.7%
Duke Energy Corporation 0.1%
Value ($000) $378 Shares 4,930 Est. Cost $70.93 Unrealized
SINGAPORE TELECOMMUN 0.1%
Value ($000) $368 Shares 11,510 Est. Cost $29.02 Unrealized
AFL AFLAC Inc 0.1%
Value ($000) $366 Shares 5,720 Est. Cost $23.98 Unrealized -1.6%
GDF SUEZ-SPON ADR 0.1%
Value ($000) $360 Shares 18,210 Est. Cost $23.56 Unrealized
GWW WW Grainger Inc 0.1%
Value ($000) $354 Shares 1,500 Est. Cost $211.37 Unrealized -5.4%
EFG iShares MSCI Growth Index ETF 0.1%
Value ($000) $352 Shares 5,025 Est. Cost $71.37 Unrealized
GlaxoSmithKline plc 0.1%
Value ($000) $345 Shares 7,470 Est. Cost $53.42 Unrealized
SSEZY Sse Plc-Spn Adr 0.1%
Value ($000) $340 Shares 15,275 Est. Cost $24.81 Unrealized
BTI BRITISH AMERICAN TOB 0.1%
Value ($000) $334 Shares 3,220 Est. Cost $111.37 Unrealized
ZURVY ZURICH INSURANCE GRO 0.1%
Value ($000) $331 Shares 9,750 Est. Cost $30.12 Unrealized
MANULIFE FINANCIAL C 0.1%
Value ($000) $330 Shares 19,425 Est. Cost $19.74 Unrealized
ORKLY Orkla Asa-Spon Adr 0.0%
Value ($000) $313 Shares 41,430 Est. Cost $8.65 Unrealized
MURGY MUENCHENER RUECK-UNS 0.0%
Value ($000) $309 Shares 14,350 Est. Cost $22.05 Unrealized
SNY Sanofi Aventis ADR 0.0%
Value ($000) $309 Shares 6,250 Est. Cost $53.60 Unrealized
UBS UBS AG 0.0%
Value ($000) $309 Shares 16,485 Est. Cost $17.40 Unrealized 0.0%
RHHBY Roche Holdings 0.0%
Value ($000) $308 Shares 8,935 Est. Cost $37.31 Unrealized
HMC Honda Motor Co 0.0%
Value ($000) $308 Shares 9,410 Est. Cost $32.73 Unrealized
Hubbell Inc Class B 0.0%
Value ($000) $299 Shares 2,730 Est. Cost $98.90 Unrealized
VNQ Vanguard REIT 0.0%
Value ($000) $293 Shares 3,477 Est. Cost $71.11 Unrealized
HSBC HSBC HOLDINGS PLC-SP 0.0%
Value ($000) $280 Shares 6,565 Est. Cost $55.14 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $273 Shares 646 Est. Cost $258.65 Unrealized +52.4%
TOTAL SA-SPON ADR 0.0%
Value ($000) $269 Shares 5,420 Est. Cost $72.21 Unrealized
SIEGY SIEMENS AG-SPONS ADR 0.0%
Value ($000) $268 Shares 2,480 Est. Cost $138.39 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $263 Shares 4,492 Est. Cost $58.55 Unrealized
AAXJ iShares MSCI All Country ex Japan 0.0%
Value ($000) $251 Shares 3,918 Est. Cost $60.34 Unrealized
MGDDY Michelin (Cgde)-Unsp 0.0%
Value ($000) $239 Shares 12,010 Est. Cost $19.90 Unrealized
JAPAY Japan Tobacco Inc-Un 0.0%
Value ($000) $236 Shares 14,880 Est. Cost $13.71 Unrealized
ROYAL DUTCH SHELL PL 0.0%
Value ($000) $221 Shares 3,520 Est. Cost $75.00 Unrealized
IWM iShares Russ 2000 Idx 0.0%
Value ($000) $219 Shares 1,759 Est. Cost $124.50 Unrealized
GLD SPDR Gold Trust 0.0%
Value ($000) $215 Shares 1,889 Est. Cost $113.45 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $215 Shares 12,975 Est. Cost $17.41 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $214 Shares 3,140 Est. Cost $64.85 Unrealized +0.9%
BAE SYSTEMS PLC -SPO 0.0%
Value ($000) $209 Shares 6,735 Est. Cost $31.03 Unrealized
MTN GROUP LTD-SPONS 0.0%
Value ($000) $197 Shares 11,640 Est. Cost $20.69 Unrealized
North Atlantic Drill 0.0%
Value ($000) $19 Shares 16,470 Est. Cost $6.68 Unrealized
MSITF Medical Svcs Intl Cl A 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.00 Unrealized -84.1%