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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.96 | 5.96 |
| Stocks | 84.56 | 84.56 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.47 | 9.47 |
| 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 | |
|---|---|---|---|
| TJX Companies | TJX | 19.22 | 5.99 |
| Markel Corporation | MKL | 20.11 | 5.76 |
| Wal-Mart Stores Inc | WMT | 12.31 | 5.72 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 4.43 |
| Covidien PLC | COV | 10.96 | 4.03 |
| Health Care Select Sector SPDR | --- | --- | 3.98 |
| Ansys, Inc. | ANSS | 9.31 | 3.95 |
| Microsoft Corporation | MSFT | 34.97 | 3.91 |
| LKQ Corporation | LKQ | 15.36 | 3.74 |
| Affiliated Managers Group Inc | AMG | 25.29 | 3.65 |
