| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
3
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.55 | 3.55 |
| Stocks | 93.31 | 93.31 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 3.14 | 3.14 |
| 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 | |
|---|---|---|---|
| Amphenol Corp | APH | 16.9 | 1.52 |
| Sherwin-Williams Company | SHW | 18.06 | 1.51 |
| T. Rowe Price Group | TROW | 10.71 | 1.44 |
| MSC Industrial Direct Co., Inc. | MSM | 3.05 | 1.39 |
| Marriott International, Inc. Class A | MAR | 14.33 | 1.36 |
| Carlisle Companies, Inc. | CSL | 8.56 | 1.29 |
| Williams-Sonoma, Inc. | WSM | 22.46 | 1.19 |
| Xilinx Inc | XLNX | 5.49 | 1.15 |
| O'Reilly Automotive Inc | ORLY | 20.17 | 1.1 |
| Mohawk Industries, Inc. | MHK | 19.55 | 1.1 |
