| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
4
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.88 | 5.88 |
| Stocks | 87.58 | 87.58 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.54 | 6.54 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amgen Inc | AMGN | 21.82 | 4.31 |
| eBay Inc | EBAY | 2.75 | 3.17 |
| Gilead Sciences Inc | GILD | 36.53 | 3.12 |
| United Continental Holdings Inc | UAL | 36.91 | 3.11 |
| Biogen Idec Inc | BIIB | 46.43 | 2.8 |
| Comcast Corp | CMCSK | 11.29 | 2.7 |
| Lorillard, Inc. | LO | 11.13 | 2.56 |
| DSW Inc | DSW | -1.43 | 2.5 |
| TJX Companies | TJX | 14.19 | 2.5 |
| General Electric Co | GE | 6.43 | 2.38 |
