ALPS | WMC Value Intersection Fund

Scorecard
3 / 5 Stars
Lipper
2 2 4 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.77 0.77
Stocks 93.67 93.67
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 5.56 5.56
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Chevron Corp CVX -3.93 3.61
JPMorgan Chase & Co JPM 4.39 3.57
Wells Fargo & Co WFC 10.29 3.36
Exxon Mobil Corporation XOM -2.81 2.68
Merck & Co Inc MRK 13.51 2.42
Citigroup Inc C -8.25 2.33
Ameriprise Financial Inc AMP -2.32 2.26
CVS Caremark Corp CVS 4.18 2.07
ACE Ltd ACE -3.08 2.02
Apple Inc AAPL -2.91 1.66