| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
4
1
3
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 17.62 | 17.62 |
| Stocks | 79.48 | 79.48 |
| Bonds | 0.0 | 0.0 |
| Other | 0.17 | 0.17 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.74 | 2.74 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 10.36 |
| Microsoft Corporation | MSFT | 23.36 | 5.98 |
| Google, Inc. Class A | GOOG | 15.98 | 5.3 |
| Oracle Corporation | ORCL | -0.48 | 3.82 |
| Amazon.com Inc | AMZN | -1.05 | 3.02 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.87 |
| Cisco Systems Inc | CSCO | 4.58 | 2.78 |
| Intel Corp | INTC | 17.43 | 2.69 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.22 |
| Amgen Inc | AMGN | 21.82 | 1.91 |
