| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
4
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.72 | 0.0 | 8.72 |
| Stocks | 78.56 | 0.0 | 78.56 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.31 | 0.74 | -0.42 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 13.14 | 0.0 | 13.14 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| S&P E-Mini Consumer Staples Select Sector Index Futures (Cme) | --- | --- | 3.12 |
| S&P E-Mini Utilities Select Sector Index Futures (Cme) | --- | --- | 2.84 |
| Google, Inc. Class A | GOOG | 22.65 | 2.34 |
| Visa, Inc. | V | 19.31 | 1.94 |
| Apple Inc | AAPL | -14.23 | 1.46 |
| S&P E-Mini Health Care Select Sector Index Futures (Cme) | --- | --- | 1.38 |
| Wells Fargo & Co | WFC | 20.77 | 1.32 |
| Schlumberger NV | SLB | 6.6 | 1.22 |
| Amazon.com Inc | AMZN | 6.38 | 1.2 |
| CVS Caremark Corp | CVS | 22.23 | 1.16 |
