| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 46.54 | 46.54 |
| Stocks | 49.01 | 49.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.07 | 0.07 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.39 | 4.39 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Safeway Inc. | SWY | 29.22 | 5.91 |
| SPDR S&P 500 | --- | --- | 5.16 |
| Bank of New York Mellon Corp | BK | 18.64 | 4.48 |
| Time Warner Cable Inc | TWC | -0.74 | 4.41 |
| Coach, Inc. | COH | 6.0 | 4.09 |
| Apple Inc | AAPL | -14.23 | 4.03 |
| Microsoft Corporation | MSFT | 34.97 | 4.01 |
| Royal Dutch Shell PLC ADR Class A | RDS.A | -0.88 | 3.24 |
| Foot Locker Inc | FL | 7.88 | 2.74 |
| Kennametal Inc. | KMT | 7.7 | 2.72 |
