| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 25.74 | 0.0 | 25.74 |
| Stocks | 69.31 | 0.07 | 69.24 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 1.01 | 0.0 | 1.01 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.01 | 0.0 | 4.01 |
| 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 | |
|---|---|---|---|
| Directv | DTV | 12.94 | 4.37 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 4.2 |
| Aon plc | AON | 10.55 | 4.01 |
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 4.01 |
| Redwood Trust, Inc. | RWT | 34.4 | 3.89 |
| Texas Instruments, Inc. | TXN | 19.46 | 3.47 |
| FLIR Systems, Inc. | FLIR | 8.4 | 3.32 |
| Wells Fargo & Co | WFC | 10.33 | 3.18 |
| Liberty Global, Inc. | LBTYK | 17.14 | 3.09 |
| Iconix Brand Group, Inc. | ICON | 28.41 | 3.07 |
