| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
4
1
4
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 21.09 | 0.0 | 21.09 |
| Stocks | 76.1 | 0.0 | 76.1 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.41 | 0.23 | 0.18 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.62 | 0.0 | 2.62 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 9.6 |
| Microsoft Corporation | MSFT | 34.97 | 6.4 |
| Google, Inc. Class A | GOOG | 22.65 | 5.09 |
| Oracle Corporation | ORCL | 3.21 | 3.58 |
| Intel Corp | INTC | 24.59 | 2.74 |
| Amazon.com Inc | AMZN | 6.38 | 2.66 |
| Cisco Systems Inc | CSCO | 24.94 | 2.58 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.44 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.02 |
| Amgen Inc | AMGN | 16.09 | 1.8 |
