| Account Code | Name | Category | Conc | Limit |
|---|---|---|---|---|
Result Status: Alert (1) RESTRICTED TRADING LIST: GSAM : cannot trade LAES | ||||
| GSAM_EQ_GLOBAL | GSAM | RTL | 100 | 0 |
Result Status: Passed (2): No more than 30% in any sector — BB | ||||
| EQ_ETF_DEMO | Equity ETF Demo | Industry | 41.144 | 30 |
| PIMCO_CORE | PIMCO Core Plus | Industry | 18.402 | 30 |
Result Status: Passed (3): Issuer concentration < 5% — Lehman | ||||
| BLK_GLOBAL_ALLO | BlackRock Global | Issuer | 1.84 | 5 |
| WELLS_DIVRSF | Wells Diversified | Issuer | 0.62 | 5 |
| MFS_GROWTH | MFS Growth Trust | Issuer | 2.11 | 5 |