| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
4
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.47 | 10.47 |
| Stocks | 75.64 | 75.64 |
| Bonds | 0.0 | 0.0 |
| Other | 0.83 | 0.83 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 13.06 | 13.06 |
| 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 | |
|---|---|---|---|
| S&P E-Mini Consumer Staples Select Sector Index Futures (Cme) | --- | --- | 3.05 |
| S&P E-Mini Utilities Select Sector Index Futures (Cme) | --- | --- | 2.69 |
| Google, Inc. Class A | GOOG | 15.98 | 2.16 |
| Visa, Inc. | V | 9.74 | 1.84 |
| Apple Inc | AAPL | -16.96 | 1.73 |
| Amazon.com Inc | AMZN | -1.05 | 1.49 |
| S&P E-Mini Health Care Select Sector Index Futures (Cme) | --- | --- | 1.35 |
| Wells Fargo & Co | WFC | 10.33 | 1.3 |
| Schlumberger NV | SLB | 6.93 | 1.19 |
| Praxair, Inc. | PX | 3.96 | 1.1 |
