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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 36.18 | 0.86 | 35.32 |
| Stocks | 60.36 | 16.23 | 44.13 |
| Bonds | 0.4 | 0.0 | 0.4 |
| Other | 4.56 | 3.32 | 1.23 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 24.97 | 7.82 | 17.15 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 1.77 | 0.0 | 1.77 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Talison Lithium Limited | TLH | 2.05 | 4.87 |
| Kraft Foods Group Inc | KRFT | 13.42 | 4.46 |
| American Realty Capital Trust Inc | ARCT | 13.25 | 4.07 |
| Young Innovations, Inc. | YDNT | 0.15 | 3.85 |
| Eaton Corporation PLC | ETN | 10.17 | 3.83 |
| Shaw Group Inc | SHAW | 2.15 | 3.68 |
| ShawCor, Ltd. Class A | SAWLF | 4.89 | 3.47 |
| CNO Financial Group, Inc. | CNO | 18.33 | 3.18 |
| ProShares UltraShort S&P500 | --- | --- | 2.98 |
| Hudson City Bancorp, Inc. | HCBK | 1.35 | 2.97 |
