| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
4
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.49 | 1.49 |
| Stocks | 90.82 | 90.82 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.39 | 7.39 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.3 | 0.3 |
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 | 4.99 |
| Google, Inc. Class A | GOOG | 15.98 | 3.98 |
| Coca-Cola Co | KO | 17.21 | 2.42 |
| Oracle Corporation | ORCL | -0.48 | 2.37 |
| Gilead Sciences Inc | GILD | 36.53 | 2.17 |
| Amgen Inc | AMGN | 21.82 | 2.16 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.85 |
| Visa, Inc. | V | 9.74 | 1.8 |
| Home Depot, Inc. | HD | 18.27 | 1.78 |
| Amazon.com Inc | AMZN | -1.05 | 1.69 |
