| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
4
4
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.25 | 3.25 |
| Stocks | 93.8 | 93.8 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.95 | 2.95 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 4.74 |
| Coca-Cola Co | KO | 17.21 | 3.5 |
| Microsoft Corporation | MSFT | 23.36 | 3.2 |
| Google, Inc. Class A | GOOG | 15.98 | 2.67 |
| Allergan, Inc. | AGN | 7.62 | 2.59 |
| Whole Foods Market, Inc. | WFM | -1.91 | 2.58 |
| Starbucks Corporation | SBUX | 12.53 | 2.57 |
| O'Reilly Automotive Inc | ORLY | 20.17 | 2.55 |
| Stericycle, Inc. | SRCL | 15.52 | 2.54 |
| MasterCard Incorporated Class A | MA | 10.06 | 2.45 |
