| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
2
1
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 9.33 | 9.33 |
| Stocks | 80.53 | 80.53 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 10.14 | 10.14 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Google, Inc. Class A | GOOG | 15.98 | 5.96 |
| Cisco Systems Inc | CSCO | 4.58 | 5.66 |
| Microsoft Corporation | MSFT | 23.36 | 4.57 |
| eBay Inc | EBAY | 2.75 | 3.86 |
| Apple Inc | AAPL | -16.96 | 3.72 |
| Salesforce.com, Inc. | CRM | -1.11 | 3.48 |
| Amazon.com Inc | AMZN | -1.05 | 3.23 |
| Oracle Corporation | ORCL | -0.48 | 3.09 |
| Qualcomm, Inc. | QCOM | 0.5 | 2.98 |
| Visa, Inc. | V | 9.74 | 2.78 |
