| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.93 | 1.93 |
| Stocks | 84.33 | 84.33 |
| Bonds | 0.0 | 0.0 |
| Other | 1.57 | 1.57 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.17 | 12.17 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amazon.com Inc | AMZN | 6.38 | 8.15 |
| Google, Inc. Class A | GOOG | 22.65 | 7.52 |
| Facebook Inc Class A | FB | -10.41 | 6.19 |
| AthenaHealth, Inc. | ATHN | 15.92 | 4.67 |
| Apple Inc | AAPL | -14.23 | 4.46 |
| Motorola Solutions, Inc. | MSI | 4.33 | 4.2 |
| Visa, Inc. | V | 19.31 | 3.96 |
| Solera Holdings, Inc. | SLH | 2.82 | 3.77 |
| MasterCard Incorporated Class A | MA | 17.41 | 3.7 |
| Edenred SA | EDEN | --- | 3.6 |
