| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
2
4
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 16.09 | 0.05 | 16.04 |
| Stocks | 67.45 | 0.47 | 66.98 |
| Bonds | 2.41 | 0.0 | 2.41 |
| Other | 1.83 | 0.0 | 1.83 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 12.38 | 0.0 | 12.38 |
| Convertible | 0.08 | 0.0 | 0.08 |
| Preferred | 0.28 | 0.0 | 0.28 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| DISH Network Corp | DISH | 6.15 | 13.39 |
| Apple Inc | AAPL | -14.23 | 9.91 |
| EchoStar Corp | SATS | 15.87 | 7.99 |
| Japan Airlines Co Ltd | 9201 | --- | 5.68 |
| Elan Corp PLC ADR | ELN | 22.14 | 4.41 |
| L-3 Communications Holdings Inc | LLL | 14.37 | 4.17 |
| Jazz Pharmaceuticals PLC | JAZZ | 28.68 | 2.95 |
| Capital One Financial Corp | COF | 7.47 | 2.87 |
| UnitedHealth Group Inc | UNH | 16.17 | 2.8 |
| Citigroup Inc | C | 31.4 | 2.54 |
