| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
4
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.74 | 0.74 |
| Stocks | 94.68 | 94.68 |
| Bonds | 0.0 | 0.0 |
| Other | 0.88 | 0.88 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.7 | 3.7 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| AT&T Inc | T | 14.09 | 3.14 |
| ConocoPhillips | COP | 4.62 | 3.03 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.93 |
| JPMorgan Chase & Co | JPM | 10.55 | 2.76 |
| Wells Fargo & Co | WFC | 10.33 | 2.62 |
| Johnson & Johnson | JNJ | 21.03 | 2.25 |
| Citigroup Inc | C | 15.98 | 2.03 |
| Wal-Mart Stores Inc | WMT | 15.1 | 2.02 |
| Procter & Gamble Co | PG | 15.12 | 1.96 |
| Microsoft Corporation | MSFT | 23.36 | 1.87 |
