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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 | 7.16 | 7.16 |
| Stocks | 83.36 | 83.36 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.48 | 9.48 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| TJX Companies | TJX | 14.19 | 5.91 |
| Markel Corporation | MKL | 23.44 | 5.8 |
| Wal-Mart Stores Inc | WMT | 15.1 | 5.57 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 4.5 |
| Covidien PLC | COV | 10.55 | 3.96 |
| Health Care Select Sector SPDR | --- | --- | 3.93 |
| Ansys, Inc. | ANSS | 18.73 | 3.93 |
| Affiliated Managers Group Inc | AMG | 15.8 | 3.65 |
| Microsoft Corporation | MSFT | 23.36 | 3.55 |
| LKQ Corporation | LKQ | 12.94 | 3.51 |
