Start+Crockett

Start+Crockett - Crockett Family Portfolio Crockett Family...

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Crockett Family Portfolio 3f38c46f02d9d5ace9051f36be064c7ed43bb0be.xlsx As of: 11/16/2011 Crockett Family Portfolio As Of April 30, 2013 Agent Ajita Gupte Client Brian and Tammy Crockett Goals Moderate growth/risk Initial Value $243,000.00 Current Value $318,900.00 Analysis Region % of Assets North America 62.84% Latin America 1.91% United Kingdom 4.21% Europe 7.95% Africa/Middle East 6.91% Japan 4.85% Australasia 3.91% Asia 7.42% Area % of Assets Americas 64.75% Greater Europe 19.07% Greater Asia 16.18% Performance Best/Worst Growth Periods* Best Worst 14.87% -36.66% 10/1/2007 #N/A Best Worst 8.14% -17.38% 4/1/2010 #N/A Best Worst 5.35% -2.86% 2/1/2009 #N/A * annualized growth 3-Month Period 1-Year 3-Year
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Crockett Family Portfolio Investment Category Portfolio Cash $55,800 U.S. Stocks $186,300 Non-U.S. Stocks $24,600 Bonds $36,600 Other $15,600 Total Assets $318,900
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Crockett Family Portfolio Sector Category Sector Portfolio Information Software 2.08% 3.49% Hardware 6.14% 10.17% Media 2.78% 3.41% Telecomm 4.98% 3.29% Services Healthcare 10.54% 12.97% Consumer 10.17% 8.18% Business 6.68% 4.00% Financial 19.86% 20.63% Manufacturing Consumer 9.27% 8.27% Industrial 14.72% 12.37% Energy 9.56% 7.40% Utilities 3.22% 5.83%
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Crockett Family Portfolio Date Portfolio Value 1/1/2003 $243,000 7.90% 5.06% 4.65% 2/1/2003
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Start+Crockett - Crockett Family Portfolio Crockett Family...

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