| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 10.06 | 10.06 |
| Stocks | 89.91 | 89.91 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Berkshire Hathaway | --- | --- | 5.46 |
| Greenlight Capital Re, Ltd. | GLRE | 6.02 | 5.21 |
| Pfizer Inc | PFE | 16.19 | 5.07 |
| Google, Inc. | GOOG | 15.98 | 4.37 |
| Microsoft Corporation | MSFT | 23.36 | 4.19 |
| American Express Co | AXP | 19.49 | 3.84 |
| Heidrick & Struggles International, Inc. | HSII | -17.3 | 3.71 |
| Dun & Bradstreet Corporation | DNB | 12.52 | 3.43 |
| AmerisourceBergen Corp | ABC | 25.17 | 3.39 |
| NeuStar, Inc. | NSR | 3.72 | 3.21 |
