| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
3
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.66 | 6.66 |
| Stocks | 80.17 | 80.17 |
| Bonds | 0.0 | 0.0 |
| Other | 0.58 | 0.58 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 12.59 | 12.59 |
| 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 | |
|---|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.49 |
| Vodafone Group PLC ADR | VOD | 21.24 | 2.28 |
| Novartis AG ADR | NVS | 18.86 | 2.1 |
| American International Group Inc | AIG | 16.69 | 2.07 |
| Merck & Co Inc | MRK | 12.65 | 1.94 |
| Pfizer Inc | PFE | 16.19 | 1.92 |
| General Dynamics | GD | 7.32 | 1.55 |
| PepsiCo Inc | PEP | 20.92 | 1.54 |
| PNC Financial Services Group Inc | PNC | 16.64 | 1.54 |
| Procter & Gamble Co | PG | 15.12 | 1.45 |
