| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 20.55 | 20.55 |
| Stocks | 74.02 | 74.02 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.43 | 5.43 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 3.08 |
| Pfizer Inc | PFE | 16.19 | 2.16 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.12 |
| Wells Fargo & Co | WFC | 10.33 | 2.08 |
| Philip Morris International, Inc. | PM | 15.4 | 1.94 |
| Comcast Corp Class A | CMCSA | 12.57 | 1.87 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.87 |
| Walgreen Company | WAG | 32.98 | 1.85 |
| Anheuser-Busch Inbev SA ADR | BUD | 10.71 | 1.75 |
| Google, Inc. Class A | GOOG | 15.98 | 1.75 |
