| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
2
5
3
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 5.09 | 0.92 | 4.17 |
| Stocks | 93.66 | 0.0 | 93.66 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.17 | 0.0 | 2.17 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amphenol Corp | APH | 21.8 | 7.86 |
| Yum Brands Inc | YUM | 4.94 | 7.64 |
| Apple Inc | AAPL | -14.23 | 7.23 |
| Accenture PLC | ACN | 24.68 | 7.02 |
| Ralph Lauren Corp | RL | 17.43 | 6.75 |
| MasterCard Incorporated Class A | MA | 17.41 | 6.4 |
| Express Scripts | ESRX | 16.43 | 6.21 |
| Charles Schwab Corp | SCHW | 37.88 | 4.92 |
| Verisk Analytics, Inc. | VRSK | 16.56 | 4.9 |
| Ansys, Inc. | ANSS | 9.31 | 4.9 |
