| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
2
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.33 | 2.33 |
| Stocks | 92.1 | 92.1 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.37 | 5.37 |
| Convertible | 0.21 | 0.21 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 5.55 |
| International Business Machines Corp | IBM | 4.66 | 2.75 |
| CVS Caremark Corp | CVS | 22.44 | 2.56 |
| Google, Inc. Class A | GOOG | 15.98 | 2.37 |
| eBay Inc | EBAY | 2.75 | 2.21 |
| Amazon.com Inc | AMZN | -1.05 | 2.08 |
| Honeywell International, Inc. | HON | 14.92 | 1.94 |
| Express Scripts | ESRX | 10.43 | 1.89 |
| Philip Morris International, Inc. | PM | 15.4 | 1.85 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.68 |
