| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
2
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.43 | 0.14 | 6.29 |
| Stocks | 90.6 | 0.0 | 90.6 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 1.88 | 0.19 | 1.69 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.42 | 0.0 | 1.42 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | 6.72 |
| Williams Companies Inc | WMB | 15.6 | 3.41 |
| PulteGroup Inc | PHM | 15.09 | 2.7 |
| Google, Inc. Class A | GOOG | 15.98 | 2.65 |
| Chipotle Mexican Grill, Inc. Class A | CMG | 21.76 | 2.57 |
| Amazon.com Inc | AMZN | -1.05 | 2.43 |
| American Express Co | AXP | 19.49 | 2.42 |
| General Electric Co | GE | 6.43 | 2.25 |
| LinkedIn Corp | LNKD | 69.67 | 2.14 |
| Calumet Specialty Products Partners LP | CLMT | 23.2 | 2.04 |
