| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 8.25 | 8.25 |
| Stocks | 90.15 | 90.15 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.6 | 1.6 |
| 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 10.55 | 4.03 |
| Boeing Co | BA | 21.64 | 3.58 |
| UnitedHealth Group Inc | UNH | 10.5 | 3.51 |
| Liberty Interactive Corp Class A | LINTA | 8.64 | 3.48 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.45 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 3.43 |
| Wells Fargo & Co | WFC | 10.33 | 3.29 |
| Amgen Inc | AMGN | 21.82 | 2.82 |
| Chevron Corp | CVX | 12.05 | 2.81 |
| General Electric Co | GE | 6.43 | 2.71 |
