| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
5
1
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 7.66 | 0.25 | 7.41 |
| Stocks | 81.6 | 0.0 | 81.6 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.01 | -0.01 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 11.0 | 0.0 | 11.0 |
| 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 | |
|---|---|---|---|
| Comcast Corp Class A | CMCSA | 12.57 | 5.22 |
| Ford Motor Co | F | 4.86 | 4.74 |
| UnitedHealth Group Inc | UNH | 10.5 | 4.57 |
| Cisco Systems Inc | CSCO | 4.58 | 4.44 |
| Teva Pharmaceutical Industries Ltd ADR | TEVA | 2.75 | 4.31 |
| Directv | DTV | 12.94 | 4.3 |
| Apache Corporation | APA | -6.0 | 3.99 |
| eBay Inc | EBAY | 2.75 | 3.91 |
| Halliburton Company | HAL | 21.66 | 3.89 |
| Intuit, Inc. | INTU | 1.4 | 3.84 |
