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No. of Recommendations: 1
  QAR - Ranks:(Buy 2, HTD 3)   Pos-1  Pos-2   Pos-3   Pos-4  Pos-5  of  ROI   YTD   TR1y   Sell  Buy   Sold  Bought
1- RRS63,RS(9,6,3),PO(63,189) - - - - - 6 NA -12% -23% - - - -
2- RS(5,4,3), PO(25,125) - VNQ - - - 6 2.1% -4% -11% - ILTB - -
3- RS(5,4,3), PO(25,125) - IEMG - - - 6 1.7% -4% -11% - TLT - -
4- RS(5,4,3), PO(25,125) USMV EEMV - - - 7 3.2% -4% -11% - - - -
5(IRA)- RS(5,4,3), PO(42,105) ILF - - - - 8 0.3% -7% -13% SHY TLT - ILF
6- RS(4,3,2), PO(42,84) - - - - - 16 0.2% NA NA - RTM - -
BenchMark Average ( B&H ) FFNOX VL1700 SP1500 EAFE - 10 NA 2.1% -5.3%

+
1-QTAR      BM     Last     Last       9m      6m      3m   *Avg*  PO(s)   PO(i)   PO(f)   Criteria  Days  ROI  Vested
Symbol Index Price LR63 RRS189 RRS126 RRS63 RS 84,252 63,189 42,126 Status: Held (%) (A)
FLBAX
B_10+_UST 13.74 13.84 10% 16% 25% 17% 2.1% 3.0% 3.5% HTD 0%
FSRVX DJ_Sel_RE 15.81 15.10 4% -1% 29% 11% 0.5% 0.2% -0.6% HTD 0%
FSITX B_Agg_USB 11.77 11.73 0% 1% 7% 3% -0.2% 0.2% 0.6% HTD 0%
FSTVX DJ_TSM 59.21 57.75 -11% -16% 31% 1% -4.2% -4.6% -3.0% Sell 0%
FSEVX DJ_CTSM 49.77 47.80 -27% -33% 26% -11% -9.8% -10.0% -6.6% Sell 0%
FSIVX MSCI_EAFE 34.96 34.18 -22% -26% 12% -12% -8.2% -7.6% -5.1% Sell 0%


2-QAR    Asset   Last     Last       5m      4m     3m   *Avg*  PO(s)   PO(i)   PO(f)   Criteria  Days  G/L   Vested
Symbol Class Price LR63 RRS105 RRS84 RRS63 RS 30,150 25,125 20,100 Status: Held (%) (A)
ILTB
GL:LTB 62.66 62.12 12% 17% 26% 18% 2.3% 2.3% 2.7% BUY 0%
VNQ Sect:RE 83.69 81.09 3% 9% 38% 16% 2.8% 3.0% 4.2% HTD 11 2.1% 44%
PRF US:LCV 88.39 87.18 -13% -2% 43% 9% 0.4% 0.9% 2.3% HTD 0%
DBC GL:Com 13.06 13.33 -27% -7% 40% 2% -5.4% -2.7% 1.2% Sell 0%
PFF US:Hy'd 38.59 38.36 -6% -3% 3% -2% -0.5% -0.1% 0.3% Sell 0%
PXF DM:BMC 34.96 34.81 -27% -17% 22% -7% -3.8% -2.5% 0.1% Sell 0%


3-QAR     Asset    Last     Last       5m      4m     3m   *Avg*  PO(s)   PO(i)   PO(f)   Criteria  Days  G/L   Vested
Symbol Class Price LR63 RRS105 RRS84 RRS63 RS 30,150 25,125 20,100 Status: Held (%) (A)
TLT
UST:LT 130.68 131.52 28% 30% 25% 28% 4.1% 3.4% 2.9% BUY 0%
IEMG EM:BMC 41.54 40.69 -18% 5% 80% 23% -0.7% 0.7% 4.1% BUY 0 1.7% 29%
IYE Sect:Ene 34.28 34.83 -29% -1% 72% 14% -2.7% -1.3% 2.4% Sell 0%
IYR Sect:RE 77.91 75.35 -3% 3% 34% 11% 1.9% 2.3% 3.6% Sell 0%
ITOT US:BMC 93.85 91.78 -16% -7% 36% 4% 0.0% 0.4% 1.6% Sell 0%
IEFA DM:BMC 52.51 52.14 -23% -16% 18% -7% -2.8% -1.9% 0.1% Sell 0%


4-QAR     Asset    Last     Last       5m      4m     3m   *Avg*  PO(s)   PO(i)   PO(f)   Criteria  Days  G/L   Vested
Symbol Class Price LR63 RRS105 RRS84 RRS63 RS 30,150 25,125 20,100 Status: Held (%) (A)
USMV
US:BMC 44.30 43.64 7% 15% 47% 23% 3.6% 3.4% 3.8% HTD 24 4.5% 46%
EEMV EM:BMC 51.34 50.59 -11% 11% 66% 22% -0.3% 0.8% 3.6% BUY 0 1.3% 29%
IJH US:MC 144.87 141.47 -14% 0% 58% 15% 0.1% 1.4% 3.1% HTD 0%
FENY Sect:Ene 17.32 17.56 -30% -2% 71% 13% -2.9% -1.4% 2.3% Sell 0%
IEF UST:IT 110.14 110.36 13% 14% 11% 12% 1.8% 1.4% 1.2% Sell 0%
RWR Sect:RE 95.14 91.91 1% 6% 31% 12% 2.5% 2.6% 3.8% Sell 0%
EFAV DM:BMC 65.75 65.94 -3% 5% 33% 12% 1.4% 1.4% 2.3% Sell 0%


5-QAR     Asset    Last     Last       5m      4m     3m   *Avg*  PO(s)   PO(i)   PO(f)  Criteria  Days  G/L   Vested
Symbol Class Price LR63 RRS105 RRS84 RRS63 RS 63,126 42,105 21,84 Status: Held (%) (A)
ILF
LA:LC 25.42 24.88 -5% 45% 252% 98% -4.3% 1.5% 12.9% HTD 1 0.4% 22%
TLT UST:LT 130.68 131.52 28% 30% 25% 28% 2.5% 3.6% 2.1% BUY 0%
FENY Sect:Ene 17.32 17.56 -30% -2% 71% 13% -6.4% -3.0% 4.7% Sell 0%
FREL Sect:RE 23.50 22.67 -3% 4% 34% 11% -1.3% -0.6% 3.7% Sell 0%
ITOT US:BMC 93.85 91.78 -16% -7% 36% 4% -2.9% -1.9% 2.4% Sell 0%
SHY UST:Ca 84.93 84.94 1% 2% 1% 1% 0.1% 0.2% 0.1% Sell 149 0.3% 25%
IPAC PAC:BMC 45.41 45.58 -21% -16% 19% -6% -3.7% -3.0% 1.5% Sell 0%
IEUR EUR:BMC 40.77 40.30 -24% -18% 16% -9% -4.6% -3.4% 0.8% Sell 0%


6-QAR    Eq-Wt    Last     Last       4m     3m     2m   *Avg*  PO(s)   PO(i)  PO(f)  Criteria  Days  G/L   Vested
Symbol Sector Price LR63 RRS84 RRS63 RRS42 RS 63,105 42,84 21,63 Status: Held (%) (A)
RTM
US:Mat 80.92 80.47 14% 119% 226% 120% -2.6% 1.6% 8.4% BUY 0%
RYE US:Eng 47.47 47.89 -3% 91% 268% 119% -6.0% -0.2% 9.1% HTD 0%
EWEM XUS:EM 27.67 27.39 30% 100% 156% 95% -1.5% 2.6% 7.3% HTD 0%
RGI US:Ind 87.84 87.14 16% 84% 162% 87% -1.7% 1.5% 6.4% HTD 0%
RYU US:Util 83.34 83.07 68% 97% 87% 84% 2.6% 4.7% 5.9% HTD 0%
EWMC US:MC 48.97 47.84 1% 63% 178% 81% -2.8% 0.0% 6.2% HTD 0%
RCD US:CD 88.96 87.44 6% 64% 161% 77% -2.4% 0.4% 5.7% HTD 0%
RYT US:Tec 94.35 91.58 -7% 50% 172% 72% -2.8% -0.8% 5.2% SELL 0%
EWSC US:SC 39.74 38.61 -17% 47% 167% 66% -4.8% -1.7% 5.6% SELL 0%
RSP US:LC 78.84 77.47 1% 52% 134% 62% -2.2% 0.1% 5.1% HTD 0%
DEF US:Def 37.08 36.72 12% 55% 91% 53% -1.1% 1.1% 4.5% HTD 0%
RHS US:CS 123.26 122.02 23% 47% 61% 44% 1.2% 1.8% 3.6% HTD 0%
EWRE US:RE 26.47 25.17 -5% 11% 120% 42% -1.0% -1.2% 3.3% SELL 0%
RYF US:Fin 41.91 40.64 -21% 20% 124% 41% -3.9% -2.4% 3.7% SELL 0%
RYH US:HC 146.20 141.11 -21% -4% 43% 6% -2.5% -2.4% 0.8% SELL 0%
SHY UST:Ca 84.93 84.94 2% 1% -1% 1% 0.1% 0.2% 0.0% HTD 199 0.2% 500%
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