| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
5
1
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.2 | 9.2 |
| Stocks | 88.22 | 88.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.58 | 2.58 |
| 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 | |
|---|---|---|---|
| JPMorgan Chase & Co | JPM | 25.29 | 4.12 |
| Boeing Co | BA | 34.97 | 3.75 |
| UnitedHealth Group Inc | UNH | 16.17 | 3.62 |
| Liberty Interactive Corp Class A | LINTA | 16.67 | 3.6 |
| Berkshire Hathaway Inc Class B | BRK.B | 27.17 | 3.44 |
| Exxon Mobil Corporation | XOM | 7.06 | 3.36 |
| Wells Fargo & Co | WFC | 20.77 | 3.32 |
| Chevron Corp | CVX | 16.51 | 3.22 |
| Apple Inc | AAPL | -14.23 | 2.87 |
| Amgen Inc | AMGN | 16.09 | 2.82 |
