| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.04 | 4.04 |
| Stocks | 95.96 | 95.96 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 4.81 |
| Google, Inc. Class A | GOOG | 22.65 | 3.7 |
| International Business Machines Corp | IBM | 10.02 | 3.51 |
| Oracle Corporation | ORCL | 3.21 | 2.75 |
| Gilead Sciences Inc | GILD | 44.64 | 2.39 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.24 |
| Discovery Communications Inc Class A | DISCA | 24.46 | 2.14 |
| Union Pacific Corp | UNP | 25.1 | 2.12 |
| Madison Square Garden Co | MSG | 32.65 | 2.09 |
| Amgen Inc | AMGN | 16.09 | 2.02 |
