LOCKWOOD ADVISORS, INC.

CIK: 0001328575

Securities

Total Securities Securities Added Securities Removed Average Holding Period
8.00 3 2 1

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
163.16K 159.56K 3.60K 2.25 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
1.36M 1.36M 1.36M 1.36M 1.36M

SPY

Inst. Shares Owned: 404.42K

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AGG

Inst. Shares Owned: 316.60K

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IWR

Inst. Shares Owned: 292.99K

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EFA

Inst. Shares Owned: 240.11K

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SHY

Inst. Shares Owned: 234.67K

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IWD

Inst. Shares Owned: 181.55K

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IWM

Inst. Shares Owned: 32.46K

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VNQ

Inst. Shares Owned: 21.41K

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