| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.76 | 3.76 |
| Stocks | 85.73 | 85.73 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.51 | 10.51 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.34 |
| Adobe Systems Inc | ADBE | 15.34 | 5.14 |
| BMC Software, Inc. | BMC | 14.31 | 3.85 |
| MasterCard Incorporated Class A | MA | 17.41 | 3.75 |
| VeriFone Systems, Inc. | PAY | -21.29 | 3.7 |
| K12, Inc. | LRN | 46.72 | 3.63 |
| DineEquity Inc | DIN | 9.58 | 3.58 |
| Qualcomm, Inc. | QCOM | 3.19 | 3.33 |
| Sally Beauty Holdings Inc | SBH | 29.19 | 3.31 |
| NeuStar, Inc. | NSR | 15.67 | 3.29 |
