| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 90.13 | 90.13 |
| Bonds | 0.0 | 0.0 |
| Other | 1.26 | 1.26 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.62 | 8.62 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 7.18 |
| Cisco Systems Inc | CSCO | 4.58 | 5.79 |
| Amazon.com Inc | AMZN | -1.05 | 5.7 |
| Oracle Corporation | ORCL | -0.48 | 5.23 |
| Qualcomm, Inc. | QCOM | 0.5 | 4.9 |
| Visa, Inc. | V | 9.74 | 4.88 |
| Lowe's Companies Inc. | LOW | 8.39 | 4.66 |
| Zimmer Holdings Inc | ZMH | 13.26 | 4.33 |
| American Express Co | AXP | 19.49 | 4.25 |
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 4.16 |
