| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
3
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.19 | 6.19 |
| Stocks | 85.62 | 85.62 |
| Bonds | 0.0 | 0.0 |
| Other | 1.22 | 1.22 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 6.97 | 6.97 |
| 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 | 5.16 |
| Google, Inc. Class A | GOOG | 15.98 | 3.74 |
| Oracle Corporation | ORCL | -0.48 | 2.99 |
| Visa, Inc. | V | 9.74 | 2.86 |
| Gilead Sciences Inc | GILD | 36.53 | 2.69 |
| Home Depot, Inc. | HD | 18.27 | 2.67 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.64 |
| Amazon.com Inc | AMZN | -1.05 | 2.63 |
| Biogen Idec Inc | BIIB | 46.43 | 2.21 |
| Honeywell International, Inc. | HON | 14.92 | 2.06 |
