| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
4
1
2
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.5 | 0.5 |
| Stocks | 92.67 | 92.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.04 | 0.04 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.78 | 6.78 |
| 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 | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.11 |
| Wells Fargo & Co | WFC | 10.33 | 2.71 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.51 |
| Bank of America Corporation | BAC | 4.65 | 2.23 |
| Citigroup Inc | C | 15.98 | 2.16 |
| American Express Co | AXP | 19.49 | 1.71 |
| Goldman Sachs Group Inc | GS | 12.19 | 1.65 |
| U.S. Bancorp | USB | 3.33 | 1.55 |
| American International Group Inc | AIG | 16.69 | 1.47 |
| Simon Property Group Inc | SPG | 12.42 | 1.41 |
