| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.84 | 3.84 |
| Stocks | 90.37 | 90.37 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.79 | 5.79 |
| 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 | |
|---|---|---|---|
| Exxon Mobil Corporation | XOM | 1.77 | 6.76 |
| S&P 500 Emini Fut Jun13 06/21/2013 | --- | --- | 4.57 |
| General Electric Co | GE | 6.43 | 3.93 |
| Chevron Corp | CVX | 12.05 | 3.76 |
| Pfizer Inc | PFE | 16.19 | 3.47 |
| AT&T Inc | T | 14.09 | 3.45 |
| Procter & Gamble Co | PG | 15.12 | 3.15 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.99 |
| Wells Fargo & Co | WFC | 10.33 | 2.92 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.91 |
