| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
4
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.48 | 0.0 | 2.48 |
| Stocks | 97.01 | 0.0 | 97.01 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.62 | 0.11 | 0.51 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Yadkin Valley Financial Corporation | YAVY | 36.05 | 6.75 |
| 1st United Bancorp | FUBC | -0.96 | 5.22 |
| Park Sterling Corp | PSTB | 4.78 | 4.7 |
| Cowen Group, Inc. | COWN | 1.63 | 4.6 |
| ASB Bancorp Inc | ASBB | 4.37 | 4.45 |
| First Financial Holdings Inc | FFCH | 50.08 | 4.23 |
| ZAIS Financial Corp | ZFC | --- | 4.0 |
| OmniAmerican Bancorp, Inc. | OABC | 4.84 | 3.86 |
| Investors Bancorp Inc | ISBC | 8.27 | 3.79 |
| United Financial Bancorp, Inc. | UBNK | -8.65 | 3.44 |
