| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
3
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.08 | 5.08 |
| Stocks | 86.92 | 86.92 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.0 | 8.0 |
| 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 | |
|---|---|---|---|
| Visa, Inc. | V | 19.31 | 3.5 |
| Valeant Pharmaceuticals International Inc | VRX | 47.58 | 3.17 |
| Gilead Sciences Inc | GILD | 44.64 | 3.01 |
| Amazon.com Inc | AMZN | 6.38 | 3.01 |
| Qualcomm, Inc. | QCOM | 3.19 | 2.91 |
| VeriSign, Inc. | VRSN | 20.3 | 2.63 |
| Capital One Financial Corp | COF | 7.47 | 2.56 |
| Dollar Tree Stores, Inc. | DLTR | 21.23 | 2.48 |
| Google, Inc. Class A | GOOG | 22.65 | 2.42 |
| WisdomTree Investments, Inc. | WETF | 101.8 | 2.34 |
