| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.17 | 0.02 | 1.15 |
| Stocks | 97.22 | 0.0 | 97.22 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.63 | 0.0 | 1.63 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 4.59 |
| Apple Inc | AAPL | -14.23 | 3.54 |
| Philip Morris International, Inc. | PM | 11.47 | 3.2 |
| Oracle Corporation | ORCL | 3.21 | 3.14 |
| Visa, Inc. | V | 19.31 | 2.93 |
| Microsoft Corporation | MSFT | 34.97 | 2.84 |
| Amgen Inc | AMGN | 16.09 | 2.77 |
| Verizon Communications Inc | VZ | 14.84 | 2.71 |
| Union Pacific Corp | UNP | 25.1 | 2.61 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.59 |
