| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 92.03 | 0.0 | 92.03 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 6.19 | 0.0 | 6.19 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.77 | 0.0 | 1.77 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Alliancebernstein Fixed-Income Shs | --- | --- | 6.19 |
| Wells Fargo & Co | WFC | 20.77 | 4.54 |
| Union Pacific Corp | UNP | 25.1 | 3.4 |
| Kinder Morgan, Inc. | KMI | 10.7 | 2.83 |
| Home Depot, Inc. | HD | 28.49 | 2.68 |
| Walt Disney Co | DIS | 28.14 | 2.47 |
| Wal-Mart Stores Inc | WMT | 12.31 | 2.34 |
| Johnson & Johnson | JNJ | 22.65 | 2.32 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 2.19 |
| Chevron Corp | CVX | 16.51 | 2.06 |
