| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
4
1
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.58 | 0.58 |
| Stocks | 93.22 | 93.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.2 | 6.2 |
| 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 | |
|---|---|---|---|
| Gilead Sciences Inc | GILD | 36.53 | 8.41 |
| Google, Inc. Class A | GOOG | 15.98 | 7.72 |
| Home Depot, Inc. | HD | 18.27 | 7.47 |
| Comcast Corp Class A | CMCSA | 12.57 | 7.3 |
| TJX Companies | TJX | 14.19 | 6.98 |
| LyondellBasell Industries NV | LYB | 1.49 | 6.2 |
| Walt Disney Co | DIS | 26.95 | 6.1 |
| Intuitive Surgical, Inc. | ISRG | -0.04 | 5.08 |
| AutoZone Inc | AZO | 15.76 | 3.9 |
| Visa, Inc. | V | 9.74 | 3.83 |
