| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.31 | 0.0 | 2.31 |
| Stocks | 93.54 | 0.0 | 93.54 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.15 | 0.0 | 4.15 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.03 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.62 |
| Microsoft Corporation | MSFT | 23.36 | 2.22 |
| AT&T Inc | T | 14.09 | 2.21 |
| Pfizer Inc | PFE | 16.19 | 2.18 |
| Johnson & Johnson | JNJ | 21.03 | 1.91 |
| Oracle Corporation | ORCL | -0.48 | 1.79 |
| International Business Machines Corp | IBM | 4.66 | 1.67 |
| Cisco Systems Inc | CSCO | 4.58 | 1.67 |
| Wal-Mart Stores Inc | WMT | 15.1 | 1.63 |
