| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
4
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.6 | 1.6 |
| Stocks | 94.0 | 94.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.4 | 4.4 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 3.91 |
| Danaher Corporation | DHR | 7.63 | 2.39 |
| Gilead Sciences Inc | GILD | 36.53 | 2.38 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.32 |
| eBay Inc | EBAY | 2.75 | 2.13 |
| Biogen Idec Inc | BIIB | 46.43 | 2.09 |
| Visa, Inc. | V | 9.74 | 1.97 |
| Starbucks Corporation | SBUX | 12.53 | 1.86 |
| Bristol-Myers Squibb Company | BMY | 24.03 | 1.86 |
| Schlumberger NV | SLB | 6.93 | 1.77 |
