| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.7 | 2.22 | 3.48 |
| Stocks | 61.29 | 0.0 | 61.29 |
| Bonds | 8.95 | 0.0 | 8.95 |
| Other | 0.47 | 0.0 | 0.47 |
| Foreign Bonds | 4.39 | 0.63 | 3.76 |
| Foreign Stocks | 21.57 | 0.0 | 21.57 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.48 | 0.0 | 0.48 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| ARMOR CAPITAL PARTNERS LP | --- | --- | 9.16 |
| Templeton Global Bond Adv | --- | --- | 3.66 |
| PIMCO Income Instl | --- | --- | 2.46 |
| Angel Oak Multi-Strategy Income Instl | --- | --- | 2.15 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.07 |
| 3M Co | MMM | 13.28 | 1.98 |
| Apple Inc | AAPL | -16.96 | 1.92 |
| Diageo PLC ADR | DEO | 5.81 | 1.69 |
| CRH PLC ADR | CRH | 6.24 | 1.67 |
| UnitedHealth Group Inc | UNH | 10.5 | 1.64 |
