| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
2
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 11.76 | 0.0 | 11.75 |
| Stocks | 93.14 | 5.77 | 87.37 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.0 | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 1.3 | 0.42 | 0.88 |
| 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 | |
|---|---|---|---|
| Express Scripts | ESRX | 10.43 | 9.92 |
| Thermo Fisher Scientific Inc | TMO | 26.8 | 7.57 |
| Gilead Sciences Inc | GILD | 36.53 | 5.9 |
| CarMax, Inc. | KMX | 20.4 | 5.56 |
| Viasat Inc | VSAT | 21.65 | 4.69 |
| Becton Dickinson & Co | BDX | 20.32 | 3.7 |
| PDF Solutions, Inc. | PDFS | 23.51 | 3.31 |
| Hess Corp | HES | 33.7 | 3.08 |
| Super Micro Computer, Inc. | SMCI | -7.75 | 2.75 |
| Emulex Corporation | ELX | -20.0 | 2.69 |
