| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 90.26 | 90.26 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 9.74 | 9.74 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 8.16 |
| Express Scripts | ESRX | 10.43 | 3.31 |
| Home Depot, Inc. | HD | 18.27 | 2.84 |
| Google, Inc. Class A | GOOG | 15.98 | 2.45 |
| Harley-Davidson Inc | HOG | 11.04 | 2.36 |
| Broadcom Corporation | BRCM | 7.53 | 2.34 |
| Green Mountain Coffee Roasters, Inc. | GMCR | 38.1 | 2.26 |
| Visa, Inc. | V | 9.74 | 2.14 |
| Monsanto Company | MON | 11.41 | 2.1 |
| Gilead Sciences Inc | GILD | 36.53 | 2.06 |
