| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.9 | 1.9 |
| Stocks | 90.45 | 90.45 |
| Bonds | 0.0 | 0.0 |
| Other | 0.2 | 0.2 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.45 | 7.45 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 3.48 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 1.67 |
| Cisco Systems Inc | CSCO | 24.94 | 1.59 |
| Brookfield Asset Management Inc Class A | BAM | 0.55 | 1.58 |
| PepsiCo Inc | PEP | 19.74 | 1.52 |
| American International Group Inc | AIG | 26.77 | 1.5 |
| PACCAR Inc | PCAR | 19.71 | 1.46 |
| Avnet Inc | AVT | 11.21 | 1.46 |
| Coca-Cola Co | KO | 13.35 | 1.39 |
| BB&T Corp | BBT | 15.94 | 1.39 |
