| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
5
4
4
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 2.52 | 0.0 | 2.52 |
| Stocks | 115.2 | 19.47 | 95.73 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 2.47 | -2.47 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 4.22 | 0.0 | 4.22 |
| 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 4.53 |
| Amgen Inc | AMGN | 21.82 | 3.74 |
| Chevron Corp | CVX | 12.05 | 3.64 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.62 |
| AbbVie Inc | ABBV | 35.69 | 3.61 |
| Microsoft Corporation | MSFT | 23.36 | 3.32 |
| American International Group Inc | AIG | 16.69 | 3.24 |
| Weyerhaeuser Co | WY | 8.95 | 3.11 |
| Brinker International, Inc. | EAT | 24.17 | 3.06 |
| Home Depot, Inc. | HD | 18.27 | 3.01 |
