| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
5
3
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 6.57 | 6.57 |
| Stocks | 89.03 | 89.03 |
| Bonds | 0.0 | 0.0 |
| Other | 1.1 | 1.1 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.31 | 3.31 |
| 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 | |
|---|---|---|---|
| Brown & Brown, Inc. | BRO | 21.72 | 6.64 |
| Idex Corporation | IEX | 9.97 | 5.08 |
| Berkshire Hathaway Inc Class A | BRK.A | 19.13 | 4.74 |
| White Mountains Insurance Group Ltd. | WTM | 11.57 | 4.31 |
| Mednax, Inc. | MD | 12.09 | 4.29 |
| Ross Stores, Inc. | ROST | 20.47 | 4.28 |
| Markel Corporation | MKL | 23.44 | 4.02 |
| Zebra Technologies Corporation | ZBRA | 16.89 | 3.77 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 3.31 |
| Yum Brands Inc | YUM | 2.82 | 3.11 |
