| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.95 | 1.95 |
| Stocks | 92.4 | 92.4 |
| Bonds | 0.0 | 0.0 |
| Other | 0.01 | 0.01 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.64 | 5.64 |
| 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 | |
|---|---|---|---|
| Visa, Inc. | V | 9.74 | 7.1 |
| Google, Inc. Class A | GOOG | 15.98 | 6.02 |
| Allergan, Inc. | AGN | 7.62 | 4.84 |
| Amazon.com Inc | AMZN | -1.05 | 3.92 |
| Priceline.com, Inc. | PCLN | 11.87 | 3.75 |
| Salesforce.com, Inc. | CRM | -1.11 | 3.59 |
| Qualcomm, Inc. | QCOM | 0.5 | 3.51 |
| Apple Inc | AAPL | -16.96 | 2.95 |
| Nike, Inc. Class B | NKE | 23.2 | 2.65 |
| EOG Resources | EOG | -1.33 | 2.6 |
