| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
1
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.22 | 0.0 | 6.21 |
| Stocks | 72.8 | 0.0 | 72.8 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.06 | 0.04 | 0.02 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 20.97 | 0.0 | 20.97 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Gilead Sciences Inc | GILD | 36.53 | 1.41 |
| Wells Fargo & Co | WFC | 10.33 | 1.37 |
| Google, Inc. Class A | GOOG | 15.98 | 1.35 |
| eBay Inc | EBAY | 2.75 | 1.22 |
| Microsoft Corporation | MSFT | 23.36 | 1.19 |
| Biogen Idec Inc | BIIB | 46.43 | 1.19 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 1.13 |
| Visa, Inc. | V | 9.74 | 0.99 |
| American International Group Inc | AIG | 16.69 | 0.98 |
| Citigroup Inc | C | 15.98 | 0.97 |
