| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
5
4
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.07 | 2.07 |
| Stocks | 92.97 | 92.97 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.96 | 4.96 |
| 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 | |
|---|---|---|---|
| Visa, Inc. | V | 19.31 | 5.81 |
| EOG Resources | EOG | 9.37 | 5.27 |
| Qualcomm, Inc. | QCOM | 3.19 | 5.03 |
| Crown Castle International Corp | CCI | -1.79 | 4.91 |
| MasterCard Incorporated Class A | MA | 17.41 | 4.9 |
| Kinder Morgan, Inc. | KMI | 10.7 | 4.88 |
| Allergan, Inc. | AGN | 7.97 | 4.81 |
| Adobe Systems Inc | ADBE | 15.34 | 4.67 |
| Walgreen Company | WAG | 32.53 | 4.49 |
| Celgene Corporation | CELG | 54.06 | 4.18 |
