| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
5
1
5
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.96 | 0.96 |
| Stocks | 82.88 | 82.88 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 15.82 | 15.82 |
| Convertible | 0.33 | 0.33 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 9.86 |
| Google, Inc. Class A | GOOG | 15.98 | 9.23 |
| Salesforce.com, Inc. | CRM | -1.11 | 3.96 |
| Oracle Corporation | ORCL | -0.48 | 3.63 |
| eBay Inc | EBAY | 2.75 | 3.05 |
| Visa, Inc. | V | 9.74 | 2.59 |
| MasterCard Incorporated Class A | MA | 10.06 | 2.52 |
| Altera Corp. | ALTR | -6.92 | 1.98 |
| Juniper Networks, Inc. | JNPR | -17.08 | 1.81 |
| Fidelity National Information Services, Inc. | FIS | 21.57 | 1.58 |
