| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
4
3
5
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.87 | 0.87 |
| Stocks | 91.4 | 91.4 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.73 | 7.73 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 5.25 |
| Google, Inc. Class A | GOOG | 22.65 | 3.2 |
| Qualcomm, Inc. | QCOM | 3.19 | 3.04 |
| International Business Machines Corp | IBM | 10.02 | 2.9 |
| Equinix, Inc. | EQIX | -2.32 | 2.72 |
| eBay Inc | EBAY | 4.73 | 2.48 |
| Henry Schein, Inc. | HSIC | 19.75 | 2.47 |
| Estee Lauder Cos Inc Class A | EL | 13.36 | 2.27 |
| Anheuser-Busch Inbev SA ADR | BUD | 7.76 | 2.2 |
| United Technologies Corp | UTX | 17.42 | 2.16 |
