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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.41 | 0.41 |
| Stocks | 97.24 | 97.24 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.35 | 2.35 |
| 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 | 5.75 |
| Celgene Corporation | CELG | 48.67 | 4.11 |
| Google, Inc. Class A | GOOG | 15.98 | 3.51 |
| Valero Energy Corporation | VLO | 14.24 | 2.7 |
| Walt Disney Co | DIS | 26.95 | 2.62 |
| Visa, Inc. | V | 9.74 | 2.53 |
| Mondelez International Inc | MDLZ | 24.11 | 2.51 |
| United Technologies Corp | UTX | 11.68 | 2.48 |
| Halliburton Company | HAL | 21.66 | 2.39 |
| Thermo Fisher Scientific Inc | TMO | 26.8 | 2.38 |
