| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.67 | 2.67 |
| Stocks | 93.1 | 93.1 |
| Bonds | 0.0 | 0.0 |
| Other | 0.05 | 0.05 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.17 | 4.17 |
| 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 | |
|---|---|---|---|
| Gilead Sciences Inc | GILD | 36.53 | 5.25 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 4.38 |
| Biogen Idec Inc | BIIB | 46.43 | 4.29 |
| eBay Inc | EBAY | 2.75 | 4.27 |
| Google, Inc. Class A | GOOG | 15.98 | 3.12 |
| Wells Fargo & Co | WFC | 10.33 | 3.07 |
| CBS Corporation Class B | CBS | 22.26 | 2.95 |
| Schlumberger NV | SLB | 6.93 | 2.93 |
| Lowe's Companies Inc. | LOW | 8.39 | 2.86 |
| Monsanto Company | MON | 11.41 | 2.84 |
