| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.29 | 1.29 |
| Stocks | 86.16 | 86.16 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.55 | 12.55 |
| 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 | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 6.26 |
| Amazon.com Inc | AMZN | -1.05 | 5.6 |
| SEI Investments Company | SEIC | 20.22 | 5.17 |
| Cisco Systems Inc | CSCO | 4.58 | 5.09 |
| Visa, Inc. | V | 9.74 | 4.82 |
| Oracle Corporation | ORCL | -0.48 | 4.78 |
| Qualcomm, Inc. | QCOM | 0.5 | 4.61 |
| Zimmer Holdings Inc | ZMH | 13.26 | 4.16 |
| Danone ADR | DANOY | 12.02 | 3.76 |
| Lowe's Companies Inc. | LOW | 8.39 | 3.67 |
