| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 23.2 | 23.2 |
| Stocks | 67.3 | 67.3 |
| Bonds | 0.0 | 0.0 |
| Other | 1.74 | 1.74 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.76 | 7.76 |
| 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 | |
|---|---|---|---|
| Valeant Pharmaceuticals International Inc | VRX | 47.58 | 6.32 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 5.43 |
| Aon plc | AON | 14.9 | 4.88 |
| Directv | DTV | 22.93 | 4.27 |
| Texas Instruments, Inc. | TXN | 18.23 | 3.8 |
| United Parcel Service Inc (UPS) Class B | UPS | 18.66 | 3.32 |
| Liberty Global, Inc. | LBTYK | 17.4 | 3.16 |
| Range Resources Corporation | RRC | 18.83 | 3.13 |
| Wells Fargo & Co | WFC | 20.77 | 3.12 |
| Hewlett-Packard Co | HPQ | 75.66 | 3.07 |
