| Scorecard |
|---|
|
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|
|
Lipper
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|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
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Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.84 | 2.84 |
| Stocks | 93.07 | 93.07 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.09 | 4.09 |
| Convertible | 0.0 | 0.0 |
| Preferred | 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 | |
|---|---|---|---|
| Penn National Gaming | PENN | 19.12 | 6.17 |
| Markel Corporation | MKL | 23.44 | 5.7 |
| CarMax, Inc. | KMX | 20.4 | 5.59 |
| Dollar Tree Stores, Inc. | DLTR | 17.87 | 4.73 |
| O'Reilly Automotive Inc | ORLY | 20.17 | 4.17 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 4.09 |
| Aon plc | AON | 10.55 | 4.07 |
| Sun Communities | SUI | 26.27 | 3.87 |
| Albemarle Corp | ALB | -4.43 | 3.4 |
| International Game Technology | IGT | 20.96 | 3.36 |
