| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.97 | 2.97 |
| Stocks | 92.87 | 92.87 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.16 | 4.16 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 5.33 |
| Google, Inc. Class A | GOOG | 15.98 | 3.23 |
| Microsoft Corporation | MSFT | 23.36 | 3.03 |
| Amgen Inc | AMGN | 21.82 | 1.94 |
| Philip Morris International, Inc. | PM | 15.4 | 1.94 |
| Home Depot, Inc. | HD | 18.27 | 1.93 |
| Coca-Cola Co | KO | 17.21 | 1.93 |
| Oracle Corporation | ORCL | -0.48 | 1.86 |
| EMC Corporation | EMC | -11.23 | 1.71 |
| McKesson, Inc. | MCK | 9.27 | 1.59 |
