| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
5
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 3.25 | 3.25 |
| Stocks | 91.46 | 91.46 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 5.3 | 5.3 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Valeant Pharmaceuticals International Inc | VRX | 47.58 | 5.3 |
| Affiliated Managers Group Inc | AMG | 25.29 | 4.83 |
| Walgreen Company | WAG | 32.53 | 4.81 |
| Gilead Sciences Inc | GILD | 44.64 | 3.7 |
| MasterCard Incorporated Class A | MA | 17.41 | 3.55 |
| O'Reilly Automotive Inc | ORLY | 23.21 | 3.32 |
| Thermo Fisher Scientific Inc | TMO | 39.01 | 3.19 |
| W.W. Grainger, Inc. | GWW | 28.6 | 3.17 |
| Aon plc | AON | 14.9 | 3.09 |
| Kinder Morgan Management LLC | KMR | 12.19 | 3.07 |
