| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 7.74 | 7.74 |
| Stocks | 79.22 | 79.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.03 | 0.03 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 13.01 | 13.01 |
| 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 | |
|---|---|---|---|
| Starwood Hotels & Resorts Worldwide Inc | HOT | 20.29 | 4.68 |
| Hyatt Hotels Corporation | H | 5.76 | 4.23 |
| Capital Senior Living Corporation | CSU | 42.86 | 3.72 |
| Wynn Resorts Ltd | WYNN | 24.54 | 3.64 |
| Brookdale Senior Living, Inc. | BKD | 11.14 | 3.32 |
| Lowe's Companies Inc. | LOW | 20.16 | 3.27 |
| CBRE Group Inc | CBG | 16.63 | 3.1 |
| Emeritus Corporation | ESC | 4.0 | 3.0 |
| Las Vegas Sands Corp | LVS | 26.26 | 2.87 |
| Caesarstone Sdot-Yam Ltd | CSTE | 76.14 | 2.79 |
