| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 3.81 | 0.63 | 3.18 |
| Stocks | 92.45 | 0.0 | 92.45 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.38 | 0.0 | 4.38 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Intel Corp | INTC | 24.59 | 2.3 |
| Occidental Petroleum Corporation | OXY | 23.89 | 2.24 |
| Walgreen Company | WAG | 32.53 | 2.01 |
| General Mills, Inc. | GIS | 19.15 | 2.0 |
| Sabra Health Care REIT, Inc. | SBRA | 29.1 | 2.0 |
| Kimberly-Clark Corporation | KMB | 15.49 | 2.0 |
| Norfolk Southern Corporation | NSC | 26.25 | 1.99 |
| United Parcel Service Inc (UPS) Class B | UPS | 18.66 | 1.95 |
| PepsiCo Inc | PEP | 19.74 | 1.9 |
| Sysco Corporation | SYY | 8.81 | 1.89 |
