| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.18 | 0.0 | 2.18 |
| Stocks | 90.18 | 0.0 | 90.18 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.02 | -0.02 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 7.65 | 0.0 | 7.65 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Boeing Co | BA | 34.97 | 3.95 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 3.76 |
| Bed Bath & Beyond, Inc. | BBBY | 22.27 | 3.57 |
| Hanesbrands Inc | HBI | 37.52 | 3.52 |
| CSX Corp | CSX | 29.09 | 3.46 |
| JPMorgan Chase & Co | JPM | 25.29 | 3.41 |
| Range Resources Corporation | RRC | 18.83 | 3.37 |
| Procter & Gamble Co | PG | 16.1 | 3.28 |
| Cenovus Energy, Inc. | CVE | -9.32 | 3.27 |
| 3M Co | MMM | 20.5 | 3.26 |
