| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
1
1
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 26.01 | 0.0 | 26.01 |
| Stocks | 77.28 | 10.58 | 66.7 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 6.36 | 0.0 | 6.36 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.93 | 0.0 | 0.93 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 5.92 |
| iStar Financial, Inc. | SFI | 41.1 | 5.21 |
| Popular Inc | BPOP | 34.39 | 4.88 |
| Prudential Financial Inc | PRU | 11.91 | 4.68 |
| Hartford Financial Services Group Inc | HIG | 24.15 | 4.46 |
| Citigroup Inc | C | 15.98 | 4.34 |
| American International Group Inc | AIG | 16.69 | 4.25 |
| Wells Fargo & Co | WFC | 10.33 | 4.14 |
| PNC Financial Services Group Inc | PNC | 16.64 | 3.89 |
| Morgan Stanley | MS | 14.8 | 3.73 |
