| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
4
1
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.54 | 2.54 |
| Stocks | 92.43 | 92.43 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.03 | 5.03 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 7.88 |
| Google, Inc. Class A | GOOG | 15.98 | 3.53 |
| International Business Machines Corp | IBM | 4.66 | 3.15 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.68 |
| Microsoft Corporation | MSFT | 23.36 | 2.63 |
| Coca-Cola Co | KO | 17.21 | 2.25 |
| Home Depot, Inc. | HD | 18.27 | 2.18 |
| Precision Castparts Corp. | PCP | 0.29 | 2.09 |
| EMC Corporation | EMC | -11.23 | 2.05 |
| Union Pacific Corp | UNP | 16.42 | 1.86 |
