| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.76 | 3.76 |
| Stocks | 90.27 | 90.27 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.97 | 5.97 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Gilead Sciences Inc | GILD | 44.64 | 8.68 |
| Google, Inc. Class A | GOOG | 22.65 | 7.18 |
| Home Depot, Inc. | HD | 28.49 | 7.14 |
| TJX Companies | TJX | 19.22 | 6.81 |
| Comcast Corp Class A | CMCSA | 8.82 | 6.79 |
| Anheuser-Busch Inbev SA ADR | BUD | 7.76 | 5.97 |
| Walt Disney Co | DIS | 28.14 | 5.96 |
| Celgene Corporation | CELG | 54.06 | 4.43 |
| Visa, Inc. | V | 19.31 | 3.84 |
| AutoZone Inc | AZO | 16.02 | 3.82 |
