| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
4
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.44 | 0.0 | 2.44 |
| Stocks | 94.7 | 4.38 | 90.32 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.48 | 0.0 | 0.48 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 7.24 | 0.48 | 6.76 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 500 E-Mini Index Futures (Cme) | --- | --- | 2.45 |
| Apple Inc | AAPL | -16.96 | 2.37 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.35 |
| Google, Inc. Class A | GOOG | 15.98 | 2.18 |
| Schlumberger NV | SLB | 6.93 | 1.79 |
| Bank of America Corporation | BAC | 4.65 | 1.66 |
| Wells Fargo & Co | WFC | 10.33 | 1.62 |
| SunTrust Banks Inc | STI | 2.26 | 1.56 |
| Capital One Financial Corp | COF | -0.91 | 1.44 |
| Goldman Sachs Group Inc | GS | 12.19 | 1.32 |
