| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
2
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.33 | 4.33 |
| Stocks | 68.87 | 68.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 26.81 | 26.81 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Qualcomm, Inc. | QCOM | 3.19 | 10.65 |
| Apple Inc | AAPL | -14.23 | 8.45 |
| Vodafone Group PLC ADR | VOD | 14.49 | 8.13 |
| Sprint Nextel Corp | S | 27.34 | 6.92 |
| SBA Communications Corp | SBAC | 6.03 | 6.42 |
| Google, Inc. Class A | GOOG | 22.65 | 5.56 |
| American Tower Corp | AMT | 0.53 | 4.9 |
| Crown Castle International Corp | CCI | -1.79 | 4.65 |
| Texas Instruments, Inc. | TXN | 18.23 | 4.63 |
| China Mobile Ltd. ADR | CHL | -9.26 | 4.48 |
