BAFAX

Brown Advisory Flexible Equity Fund Advisor Shs ^BAFAX

BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs WBENX
William Blair Emerging Mkts Growth N FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R NEAGX
Needham Aggressive Growth Fund Retail Class PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWEGX
Schwab MarketTrack All Equity

Net profit

EBITDA

P/E Ratio

Capitalization

Performance

Periode	BAFAX	WBENX	FTCLX	FCAZX	PABCX	PALRX	NEAGX	PGROX	SWYNX	SWEGX
6M	15.38 %	34.04 %	13.70 %	14.62 %	17.40 %	17.35 %	52.70 %	20.54 %	23.82 %	24.35 %
YTD	6.02 %	21.43 %	3.77 %	4.86 %	10.95 %	10.91 %	25.47 %	11.06 %	17.51 %	17.66 %
1Y	2.39 %	18.69 %	0.13 %	0.49 %	3.03 %	2.89 %	24.40 %	-1.05 %	12.76 %	6.80 %
3Y	64.66 %	51.49 %	41.85 %	44.35 %	38.19 %	38.00 %	110.58 %	29.88 %	65.19 %	49.62 %
5Y	56.34 %	-11.55 %	15.52 %	18.64 %	17.76 %	17.56 %	103.24 %	17.70 %	61.14 %	45.63 %
10Y	176.79 %	30.26 %	34.67 %	39.00 %	26.70 %	26.30 %	167.57 %	36.34 %	123.50 %	61.85 %
From the beginning	328.19 %	52.86 %	131.04 %	63.40 %	44.48 %	41.98 %	483.30 %	483.12 %	123.50 %	173.20 %

Dividend

Brown Advisory Flexible Equity Fund Advisor Shs

William Blair Emerging Mkts Growth N

Franklin Corefolio Allocation Fund Class C

Franklin Corefolio Allocation Fund Advisor Class

PGIM Balanced Fund- Class C

PGIM Balanced Fund- Class R

Needham Aggressive Growth Fund Retail Class

BNY Mellon Worldwide Growth Fund, Inc. Class A

Schwab Capital Trust - Schwab Target 2060 Index Fund