| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
5
1
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.6 | 0.0 | 0.6 |
| Stocks | 98.38 | 0.0 | 98.38 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.16 | -0.16 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.18 | 0.0 | 1.18 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Wal-Mart Stores Inc | WMT | 12.31 | 6.43 |
| Home Depot, Inc. | HD | 28.49 | 4.14 |
| Amazon.com Inc | AMZN | 6.38 | 4.12 |
| CVS Caremark Corp | CVS | 22.23 | 3.4 |
| Walgreen Company | WAG | 32.53 | 2.84 |
| Costco Wholesale Corporation | COST | 12.9 | 2.73 |
| Target Corp | TGT | 21.29 | 2.67 |
| Lowe's Companies Inc. | LOW | 20.16 | 2.5 |
| TJX Companies | TJX | 19.22 | 2.38 |
| Priceline.com, Inc. | PCLN | 29.37 | 2.26 |
