| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.0 | 0.0 | 0.0 |
| Stocks | 98.01 | 0.0 | 98.01 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.05 | -0.05 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 2.04 | 0.0 | 2.04 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 2.85 |
| Gilead Sciences Inc | GILD | 36.53 | 2.8 |
| International Business Machines Corp | IBM | 4.66 | 2.64 |
| Apple Inc | AAPL | -16.96 | 2.45 |
| Pfizer Inc | PFE | 16.19 | 2.22 |
| Amazon.com Inc | AMZN | -1.05 | 2.16 |
| General Electric Co | GE | 6.43 | 2.06 |
| Wells Fargo & Co | WFC | 10.33 | 2.01 |
| Halliburton Company | HAL | 21.66 | 1.89 |
| Comcast Corp Class A | CMCSA | 12.57 | 1.78 |
