| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
---
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.18 | 1.18 |
| Stocks | 74.86 | 74.86 |
| Bonds | 0.0 | 0.0 |
| Other | 1.26 | 1.26 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 22.69 | 22.69 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 8.39 |
| Oracle Corporation | ORCL | -0.48 | 3.87 |
| Google, Inc. Class A | GOOG | 15.98 | 3.65 |
| Microsoft Corporation | MSFT | 23.36 | 3.58 |
| Amphenol Corp | APH | 16.9 | 3.13 |
| TE Connectivity Ltd | TEL | 15.09 | 2.9 |
| eBay Inc | EBAY | 2.75 | 2.64 |
| Amdocs Ltd. | DOX | 4.82 | 2.34 |
| MasterCard Incorporated Class A | MA | 10.06 | 2.31 |
| Amazon.com Inc | AMZN | -1.05 | 2.27 |
