| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
2
5
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Management runs a compact portfolio. Investors get exposure to both large- and mid-cap companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 16.22 | 16.22 |
| Stocks | 63.27 | 63.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 20.51 | 20.51 |
| 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 | |
|---|---|---|---|
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 11.59 |
| TJX Companies | TJX | 14.19 | 7.47 |
| Berkshire Hathaway Inc Class A | BRK.A | 19.13 | 7.32 |
| Fastenal Company | FAST | 3.34 | 5.56 |
| Mohawk Industries, Inc. | MHK | 19.55 | 4.02 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.55 |
| Miscellaneous Securities | --- | --- | 3.27 |
| Idexx Laboratories | IDXX | -8.15 | 3.17 |
| Advance Auto Parts Inc | AAP | 16.66 | 3.1 |
| Precision Castparts Corp. | PCP | 0.29 | 3.07 |
