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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.22 | 4.22 |
| Stocks | 89.89 | 89.89 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.89 | 5.89 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | 4.07 |
| Vanguard Consumer Staples ETF | --- | --- | 3.09 |
| Google, Inc. Class A | GOOG | 22.65 | 3.03 |
| Gilead Sciences Inc | GILD | 44.64 | 2.92 |
| Philip Morris International, Inc. | PM | 11.47 | 2.76 |
| S&P500 Emini Fut Jun13 Esm3 | --- | --- | 2.7 |
| Home Depot, Inc. | HD | 28.49 | 2.2 |
| Visa, Inc. | V | 19.31 | 2.12 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.07 |
| Oracle Corporation | ORCL | 3.21 | 2.07 |
