| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.97 | 1.97 |
| Stocks | 96.38 | 96.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.57 | 1.57 |
| Convertible | 0.09 | 0.09 |
| 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 | |
|---|---|---|---|
| Starbucks Corporation | SBUX | 12.53 | 14.35 |
| McDonald's Corporation | MCD | 15.8 | 12.98 |
| Las Vegas Sands Corp | LVS | 22.62 | 7.56 |
| Wyndham Worldwide Corporation | WYN | 13.55 | 7.37 |
| Penn National Gaming | PENN | 19.12 | 6.13 |
| Yum Brands Inc | YUM | 2.82 | 4.34 |
| Hyatt Hotels Corporation | H | 4.54 | 4.26 |
| Brinker International, Inc. | EAT | 24.17 | 4.01 |
| Starwood Hotels & Resorts Worldwide Inc | HOT | 11.8 | 3.57 |
| Panera Bread Company, Inc. Class A | PNRA | 11.53 | 3.4 |
