| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
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|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.15 | 1.15 |
| Stocks | 90.85 | 90.85 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.0 | 8.0 |
| 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 | |
|---|---|---|---|
| Amazon.com Inc | AMZN | -1.05 | 6.77 |
| Qualcomm, Inc. | QCOM | 0.5 | 5.35 |
| JPMorgan Chase & Co | JPM | 10.55 | 4.95 |
| Apple Inc | AAPL | -16.96 | 4.67 |
| Avery Dennison Corp | AVY | 17.3 | 4.32 |
| Goldman Sachs Group Inc | GS | 12.19 | 4.25 |
| Bank of America Corporation | BAC | 4.65 | 4.04 |
| FactSet Research Systems, Inc. | FDS | 6.44 | 3.72 |
| AllianceBernstein Holding L.P. | AB | 40.39 | 3.59 |
| Lowe's Companies Inc. | LOW | 8.39 | 3.46 |
