| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
3
4
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.88 | 1.88 |
| Stocks | 96.48 | 96.48 |
| Bonds | 0.0 | 0.0 |
| Other | 0.71 | 0.71 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.94 | 0.94 |
| 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 | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 3.33 |
| Pfizer Inc | PFE | 12.56 | 2.7 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 1.89 |
| AT&T Inc | T | 6.7 | 1.79 |
| Amazon.com Inc | AMZN | 6.38 | 1.78 |
| JPMorgan Chase & Co | JPM | 25.29 | 1.77 |
| Visa, Inc. | V | 19.31 | 1.7 |
| Comcast Corp Class A | CMCSA | 8.82 | 1.68 |
| Oracle Corporation | ORCL | 3.21 | 1.67 |
| Home Depot, Inc. | HD | 28.49 | 1.53 |
