| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.96 | 0.96 |
| Stocks | 95.03 | 95.03 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.01 | 4.01 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 21.03 | 3.19 |
| Apple Inc | AAPL | -16.96 | 2.85 |
| Google, Inc. Class A | GOOG | 15.98 | 2.77 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.67 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.66 |
| Chevron Corp | CVX | 12.05 | 2.57 |
| Philip Morris International, Inc. | PM | 15.4 | 2.38 |
| Procter & Gamble Co | PG | 15.12 | 2.28 |
| Exxon Mobil Corporation | XOM | 1.77 | 2.25 |
| Citigroup Inc | C | 15.98 | 2.22 |
