| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.88 | 1.88 |
| Stocks | 80.06 | 80.06 |
| Bonds | 0.0 | 0.0 |
| Other | 1.27 | 1.27 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 16.79 | 16.79 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 01.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Cisco Systems Inc | CSCO | 4.58 | 4.1 |
| Amazon.com Inc | AMZN | -1.05 | 3.26 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.92 |
| Priceline.com, Inc. | PCLN | 11.87 | 2.75 |
| Oracle Corporation | ORCL | -0.48 | 2.73 |
| eBay Inc | EBAY | 2.75 | 2.56 |
| Visa, Inc. | V | 9.74 | 2.54 |
| Facebook Inc Class A | FB | 3.04 | 2.42 |
| International Business Machines Corp | IBM | 4.66 | 2.21 |
| EMC Corporation | EMC | -11.23 | 1.9 |
