| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
3
2
2
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 1.1 | 0.0 | 1.1 |
| Stocks | 86.0 | 0.48 | 85.52 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 0.11 | 1.68 | -1.56 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 15.09 | 0.16 | 14.93 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 6.47 |
| Cisco Systems Inc | CSCO | 4.58 | 4.65 |
| Salesforce.com, Inc. | CRM | -1.11 | 4.22 |
| Amazon.com Inc | AMZN | -1.05 | 4.01 |
| eBay Inc | EBAY | 2.75 | 3.63 |
| SanDisk Corp | SNDK | 17.66 | 3.4 |
| Apple Inc | AAPL | -16.96 | 3.37 |
| Oracle Corporation | ORCL | -0.48 | 3.01 |
| Microsoft Corporation | MSFT | 23.36 | 2.77 |
| Visa, Inc. | V | 9.74 | 2.67 |
