| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.64 | 5.64 |
| Stocks | 83.89 | 83.89 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.48 | 10.48 |
| 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 | 4.24 |
| Bank of New York Mellon Corp | BK | 8.87 | 4.22 |
| General Electric Co | GE | 6.43 | 4.14 |
| Microsoft Corporation | MSFT | 23.36 | 3.96 |
| Cisco Systems Inc | CSCO | 4.58 | 3.83 |
| Lowe's Companies Inc. | LOW | 8.39 | 3.78 |
| Wells Fargo & Co | WFC | 10.33 | 3.53 |
| Johnson & Johnson | JNJ | 21.03 | 3.26 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.23 |
| Citigroup Inc | C | 15.98 | 3.22 |
