| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
4
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.67 | 2.67 |
| Stocks | 92.55 | 92.55 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.78 | 4.78 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| S&P500 Emini Fut March 13 | --- | --- | 2.84 |
| Apple Inc | AAPL | -16.96 | 2.8 |
| Wells Fargo & Co | WFC | 10.33 | 2.74 |
| Pfizer Inc | PFE | 16.19 | 2.48 |
| Microsoft Corporation | MSFT | 23.36 | 2.48 |
| Cisco Systems Inc | CSCO | 4.58 | 2.43 |
| Johnson & Johnson | JNJ | 21.03 | 2.38 |
| Chevron Corp | CVX | 12.05 | 2.37 |
| PepsiCo Inc | PEP | 20.92 | 2.32 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.2 |
