| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.02 | 1.02 |
| Stocks | 97.92 | 97.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.06 | 1.06 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Comcast Corp Class A | CMCSA | 12.57 | 8.5 |
| Walt Disney Co | DIS | 26.95 | 5.71 |
| News Corporation Class A | NWSA | 22.36 | 5.05 |
| Lowe's Companies Inc. | LOW | 8.39 | 4.3 |
| Time Warner Inc | TWX | 24.96 | 4.13 |
| Yum Brands Inc | YUM | 2.82 | 3.31 |
| Nike, Inc. Class B | NKE | 23.2 | 2.74 |
| Starbucks Corporation | SBUX | 12.53 | 2.65 |
| Cabela's, Inc. | CAB | 51.66 | 2.43 |
| TJX Companies | TJX | 14.19 | 2.42 |
