| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
4
3
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 46.89 | 46.89 |
| Stocks | 40.9 | 40.9 |
| Bonds | 6.74 | 6.74 |
| Other | 0.81 | 0.81 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 4.66 | 4.66 |
| 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 | |
|---|---|---|---|
| Valeant Pharmaceuticals International Inc | VRX | 23.29 | 3.22 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 2.88 |
| Coinstar, Inc. | CSTR | -1.02 | 2.69 |
| FLIR Systems, Inc. | FLIR | 8.4 | 2.66 |
| Aon plc | AON | 10.55 | 2.51 |
| Laboratory Corporation of America Holdings | LH | 6.81 | 2.12 |
| Redwood Trust, Inc. | RWT | 34.4 | 2.01 |
| Martin Marietta Materials | MLM | 5.92 | 1.88 |
| Google, Inc. Class A | GOOG | 15.98 | 1.87 |
| Apache Corporation | APA | -6.0 | 1.81 |
