| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
5
4
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
The fund sports overweights to the financial services and energy sectors.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.15 | 3.15 |
| Stocks | 89.57 | 89.57 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.28 | 7.28 |
| 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 | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.04 |
| CarMax, Inc. | KMX | 20.4 | 2.96 |
| Markel Corporation | MKL | 23.44 | 2.89 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.61 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 2.58 |
| Danaher Corporation | DHR | 7.63 | 2.55 |
| Capital One Financial Corp | COF | -0.91 | 2.51 |
| Wells Fargo & Co | WFC | 10.33 | 2.35 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.35 |
| J.M. Smucker Co. | SJM | 19.01 | 2.31 |
