| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
4
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.71 | 4.71 |
| Stocks | 89.78 | 89.78 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.51 | 5.51 |
| 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 | |
|---|---|---|---|
| S&P 500 Mini June 13 | --- | --- | 5.19 |
| Google, Inc. Class A | GOOG | 15.98 | 4.34 |
| Visa, Inc. | V | 9.74 | 3.69 |
| Amazon.com Inc | AMZN | -1.05 | 2.53 |
| Gilead Sciences Inc | GILD | 36.53 | 2.28 |
| Salesforce.com, Inc. | CRM | -1.11 | 2.23 |
| Apple Inc | AAPL | -16.96 | 2.1 |
| Nike, Inc. Class B | NKE | 23.2 | 1.95 |
| Schlumberger NV | SLB | 6.93 | 1.85 |
| Qualcomm, Inc. | QCOM | 0.5 | 1.84 |
