| 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 | 0.52 | 0.52 |
| Stocks | 91.06 | 91.06 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.42 | 8.42 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 22.65 | 4.55 |
| Apple Inc | AAPL | -14.23 | 4.54 |
| Coca-Cola Co | KO | 13.35 | 2.81 |
| Oracle Corporation | ORCL | 3.21 | 2.35 |
| Gilead Sciences Inc | GILD | 44.64 | 2.16 |
| Amgen Inc | AMGN | 16.09 | 2.11 |
| Home Depot, Inc. | HD | 28.49 | 2.03 |
| Microsoft Corporation | MSFT | 34.97 | 1.73 |
| Visa, Inc. | V | 19.31 | 1.65 |
| Qualcomm, Inc. | QCOM | 3.19 | 1.6 |
