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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 5.11 | 5.11 |
| Stocks | 93.63 | 93.63 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.26 | 1.26 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -14.23 | 6.19 |
| Celgene Corporation | CELG | 54.06 | 3.61 |
| Google, Inc. Class A | GOOG | 22.65 | 3.55 |
| Visa, Inc. | V | 19.31 | 2.45 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 2.45 |
| United Technologies Corp | UTX | 17.42 | 2.36 |
| Valero Energy Corporation | VLO | 30.37 | 2.34 |
| Merck & Co Inc | MRK | 19.39 | 2.31 |
| Costco Wholesale Corporation | COST | 12.9 | 2.31 |
| Bristol-Myers Squibb Company | BMY | 48.17 | 2.08 |
