| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.69 | 1.69 |
| Stocks | 96.46 | 96.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.85 | 1.85 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.23 |
| Microsoft Corporation | MSFT | 34.97 | 3.15 |
| International Business Machines Corp | IBM | 10.02 | 2.79 |
| Google, Inc. Class A | GOOG | 22.65 | 2.7 |
| Coca-Cola Co | KO | 13.35 | 2.08 |
| Verizon Communications Inc | VZ | 14.84 | 1.94 |
| Philip Morris International, Inc. | PM | 11.47 | 1.87 |
| AbbVie Inc | ABBV | 29.27 | 1.72 |
| PepsiCo Inc | PEP | 19.74 | 1.63 |
| Oracle Corporation | ORCL | 3.21 | 1.58 |
