| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
1
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.73 | 0.73 |
| Stocks | 89.14 | 89.14 |
| Bonds | 0.0 | 0.0 |
| Other | 1.21 | 1.21 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 8.92 | 8.92 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 04.30.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 04.30.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Liberty Media Corporation | LMCA | --- | 3.24 |
| Brookfield Asset Management Inc Class A | BAM | 0.55 | 3.17 |
| O'Reilly Automotive Inc | ORLY | 23.21 | 3.08 |
| Williams Companies Inc | WMB | 7.78 | 2.5 |
| Markel Corporation | MKL | 20.11 | 2.48 |
| Loews Corporation | L | 12.9 | 2.43 |
| TJX Companies | TJX | 19.22 | 2.37 |
| Discovery Communications Inc | DISCK | 19.38 | 2.04 |
| Laboratory Corporation of America Holdings | LH | 15.42 | 2.04 |
| VeriSign, Inc. | VRSN | 20.3 | 1.87 |
