| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
3
3
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 13.56 | 13.56 |
| Stocks | 76.34 | 76.34 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.09 | 10.09 |
| 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 | |
|---|---|---|---|
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 12.27 |
| Delta Air Lines Inc | DAL | 41.87 | 6.34 |
| FedEx Corporation | FDX | 0.46 | 6.21 |
| Textron Inc | TXT | 0.44 | 5.86 |
| United Continental Holdings Inc | UAL | 36.91 | 4.75 |
| Westjet Airlines Ltd. | WJAVF | 21.85 | 4.61 |
| Rockwell Collins, Inc. | COL | 7.86 | 4.38 |
| Boeing Co | BA | 21.64 | 3.78 |
| CH Robinson Worldwide, Inc. | CHRW | -6.28 | 3.15 |
| Ryanair Holdings PLC ADR | RYAAY | 25.41 | 3.11 |
