| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.57 | 0.0 | 6.57 |
| Stocks | 91.67 | 0.0 | 91.67 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 1.11 | -1.11 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.86 | 0.0 | 2.86 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 11.97 |
| Microsoft Corporation | MSFT | 23.36 | 6.9 |
| Google, Inc. Class A | GOOG | 15.98 | 6.12 |
| Oracle Corporation | ORCL | -0.48 | 4.41 |
| Amazon.com Inc | AMZN | -1.05 | 3.49 |
| Qualcomm, Inc. | QCOM | 0.5 | 3.31 |
| Cisco Systems Inc | CSCO | 4.58 | 3.21 |
| Intel Corp | INTC | 17.43 | 3.11 |
| Comcast Corp Class A | CMCSA | 12.57 | 2.57 |
| Amgen Inc | AMGN | 21.82 | 2.21 |
