| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
5
5
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.25 | 5.25 |
| Stocks | 87.38 | 87.38 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.37 | 7.37 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 4.46 |
| Google, Inc. Class A | GOOG | 22.65 | 4.19 |
| MasterCard Incorporated Class A | MA | 17.41 | 3.77 |
| Biogen Idec Inc | BIIB | 55.35 | 3.71 |
| Home Depot, Inc. | HD | 28.49 | 3.04 |
| Sherwin-Williams Company | SHW | 22.42 | 2.64 |
| Gilead Sciences Inc | GILD | 44.64 | 2.62 |
| Visa, Inc. | V | 19.31 | 2.58 |
| Amazon.com Inc | AMZN | 6.38 | 2.5 |
| Regeneron Pharmaceuticals, Inc. | REGN | 38.0 | 2.44 |
