| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
3
4
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.39 | 2.39 |
| Stocks | 97.61 | 97.61 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| 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 | 7.03 |
| Google, Inc. Class A | GOOG | 15.98 | 5.71 |
| Precision Castparts Corp. | PCP | 0.29 | 4.49 |
| Union Pacific Corp | UNP | 16.42 | 3.75 |
| Schlumberger NV | SLB | 6.93 | 3.73 |
| Monsanto Company | MON | 11.41 | 3.73 |
| MasterCard Incorporated Class A | MA | 10.06 | 3.62 |
| JPMorgan Chase & Co | JPM | 10.55 | 3.51 |
| Gilead Sciences Inc | GILD | 36.53 | 3.47 |
| Citrix Systems, Inc. | CTXS | -5.2 | 3.44 |
