| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
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|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
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|
|
TheStreet.com
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|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 52.49 | 0.0 | 52.49 |
| Stocks | 60.71 | 14.78 | 45.93 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.07 | 0.0 | 0.07 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.24 | 3.02 | 1.22 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.29 | 0.0 | 0.29 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 2.74 |
| CVS Caremark Corp | CVS | 22.44 | 2.3 |
| Capital One Financial Corp | COF | -0.91 | 1.65 |
| Google, Inc. Class A | GOOG | 15.98 | 1.54 |
| Anadarko Petroleum Corp | APC | 12.12 | 1.51 |
| Cadence Design Systems, Inc. | CDNS | 1.55 | 1.48 |
| Morgan Stanley | MS | 14.8 | 1.42 |
| Cameron International Corporation | CAM | 7.26 | 1.36 |
| United Parcel Service Inc (UPS) Class B | UPS | 15.88 | 1.27 |
| Express Scripts | ESRX | 10.43 | 1.15 |
