| Scorecard |
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Lipper
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Zacks Investment Research
3
(Hold)
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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 | 26.82 | 0.29 | 26.53 |
| Stocks | 120.04 | 56.44 | 63.61 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.51 | 0.28 | 0.22 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 26.1 | 16.46 | 9.63 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Halliburton Company | HAL | 21.66 | 1.43 |
| Graphic Packaging Holding Co | GPK | 13.16 | 1.3 |
| EOG Resources | EOG | -1.33 | 1.22 |
| Citigroup Inc | C | 15.98 | 1.22 |
| Schlumberger NV | SLB | 6.93 | 1.2 |
| IAC/InterActiveCorp | IACI | 1.2 | 1.2 |
| Ensco PLC Class A | ESV | -1.97 | 1.14 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.07 |
| Wells Fargo & Co | WFC | 10.33 | 1.05 |
| Google, Inc. Class A | GOOG | 15.98 | 1.04 |
