| Scorecard |
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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.77 | 6.77 |
| Stocks | 86.81 | 86.81 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.42 | 6.42 |
| 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 | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 4.43 |
| Canadian Pacific Railway Ltd | CP | 30.11 | 4.29 |
| Procter & Gamble Co | PG | 16.1 | 3.81 |
| Schlumberger NV | SLB | 6.6 | 3.57 |
| EMC Corporation | EMC | -2.21 | 3.43 |
| Oracle Corporation | ORCL | 3.21 | 3.32 |
| Home Depot, Inc. | HD | 28.49 | 3.29 |
| Mondelez International Inc | MDLZ | 17.35 | 3.15 |
| PepsiCo Inc | PEP | 19.74 | 3.1 |
| Qualcomm, Inc. | QCOM | 3.19 | 3.02 |
