| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
1
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.91 | 1.91 |
| Stocks | 87.45 | 87.45 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.64 | 10.64 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 6.41 |
| Wells Fargo & Co | WFC | 10.33 | 4.9 |
| Citigroup Inc | C | 15.98 | 4.84 |
| Goldman Sachs Group Inc | GS | 12.19 | 4.41 |
| American Express Co | AXP | 19.49 | 4.32 |
| JPMorgan Chase & Co | JPM | 10.55 | 4.31 |
| ACE Ltd | ACE | 11.27 | 4.02 |
| U.S. Bancorp | USB | 3.33 | 3.92 |
| PNC Financial Services Group Inc | PNC | 16.64 | 3.83 |
| Travelers Companies, Inc. | TRV | 17.74 | 3.78 |
