| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
4
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.29 | 4.29 |
| Stocks | 93.16 | 93.16 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.56 | 2.56 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Qualcomm, Inc. | QCOM | 0.5 | 4.57 |
| Apple Inc | AAPL | -16.96 | 4.44 |
| Schlumberger NV | SLB | 6.93 | 4.38 |
| eBay Inc | EBAY | 2.75 | 4.09 |
| Covidien PLC | COV | 10.55 | 4.01 |
| Dover Corporation | DOV | 4.06 | 3.98 |
| Express Scripts | ESRX | 10.43 | 3.85 |
| Visa, Inc. | V | 9.74 | 3.83 |
| Gilead Sciences Inc | GILD | 36.53 | 3.68 |
| Lowe's Companies Inc. | LOW | 8.39 | 3.59 |
