| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.43 | 1.43 |
| Stocks | 95.27 | 95.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.07 | 0.07 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.23 | 3.23 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 13.64 |
| Microsoft Corporation | MSFT | 34.97 | 7.19 |
| Google, Inc. Class A | GOOG | 22.65 | 5.01 |
| Oracle Corporation | ORCL | 3.21 | 4.78 |
| Amazon.com Inc | AMZN | 6.38 | 3.93 |
| Qualcomm, Inc. | QCOM | 3.19 | 3.69 |
| Cisco Systems Inc | CSCO | 24.94 | 3.61 |
| Intel Corp | INTC | 24.59 | 3.45 |
| Comcast Corp Class A | CMCSA | 8.82 | 2.66 |
| eBay Inc | EBAY | 4.73 | 2.4 |
