| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 14.53 | 14.53 |
| Stocks | 79.02 | 79.02 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.45 | 6.45 |
| 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 | |
|---|---|---|---|
| Boeing Co | BA | 21.64 | 4.85 |
| American Tower Corp | AMT | 8.96 | 4.68 |
| Union Pacific Corp | UNP | 16.42 | 4.53 |
| BlackRock Inc | BLK | 27.05 | 4.27 |
| eBay Inc | EBAY | 2.75 | 4.2 |
| Capital One Financial Corp | COF | -0.91 | 3.97 |
| Praxair, Inc. | PX | 3.96 | 3.97 |
| Express Scripts | ESRX | 10.43 | 3.96 |
| Pioneer Natural Resources Company | PXD | 11.65 | 3.93 |
| McDonald's Corporation | MCD | 15.8 | 3.92 |
