| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
4
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
The fund is fairly diversified.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.23 | 4.23 |
| Stocks | 85.3 | 85.3 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.46 | 10.46 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 7.71 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 5.49 |
| Walt Disney Co | DIS | 28.14 | 4.28 |
| PACCAR Inc | PCAR | 19.71 | 3.19 |
| Wells Fargo & Co | WFC | 20.77 | 3.0 |
| Coca-Cola Co | KO | 13.35 | 2.83 |
| Nielsen Holdings NV | NLSN | 12.23 | 2.66 |
| Laboratory Corporation of America Holdings | LH | 15.42 | 2.44 |
| Sigma-Aldrich Corporation | SIAL | 14.42 | 2.37 |
| Angie's List Inc | ANGI | 94.08 | 2.33 |
