| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 84.84 | 84.84 |
| Bonds | 0.0 | 0.0 |
| Other | 0.45 | 0.45 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 14.71 | 14.71 |
| 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 | |
|---|---|---|---|
| American Express Co | AXP | 19.49 | 4.46 |
| Bank of New York Mellon Corp | BK | 8.87 | 4.08 |
| Visa, Inc. | V | 9.74 | 3.41 |
| Berkshire Hathaway Inc Class A | BRK.A | 19.13 | 3.2 |
| Alleghany Corp DEL | Y | 15.18 | 2.86 |
| Google, Inc. Class A | GOOG | 15.98 | 2.77 |
| Lear Corporation | LEARQ | 0.0 | 2.65 |
| Omnicare Inc | OCR | 20.89 | 2.51 |
| Dell Inc | DELL | 32.25 | 2.43 |
| Cheung Kong Holdings, Ltd. ADR | CHEUY | -3.67 | 2.42 |
