| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.82 | 4.82 |
| Stocks | 91.87 | 91.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.06 | 0.06 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.25 | 3.25 |
| 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 | |
|---|---|---|---|
| SPDR S&P 500 | --- | --- | 4.31 |
| Bank of America Corporation | BAC | 4.65 | 3.87 |
| MasterCard Incorporated Class A | MA | 10.06 | 3.44 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.22 |
| Ford Motor Co | F | 4.86 | 3.2 |
| Home Depot, Inc. | HD | 18.27 | 2.96 |
| Celgene Corporation | CELG | 48.67 | 2.95 |
| eBay Inc | EBAY | 2.75 | 2.87 |
| Walt Disney Co | DIS | 26.95 | 2.77 |
| PepsiCo Inc | PEP | 20.92 | 2.68 |
