| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
5
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 94.13 | 94.13 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.87 | 5.87 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 10.85 |
| Google, Inc. Class A | GOOG | 15.98 | 3.61 |
| Colgate-Palmolive Company | CL | 15.21 | 2.8 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.69 |
| Amazon.com Inc | AMZN | -1.05 | 2.62 |
| Visa, Inc. | V | 9.74 | 2.58 |
| eBay Inc | EBAY | 2.75 | 2.41 |
| Lennar Corporation | LEN | 4.6 | 2.29 |
| Home Depot, Inc. | HD | 18.27 | 2.29 |
| Monsanto Company | MON | 11.41 | 2.19 |
