| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 0.11 | 0.9 | -0.79 |
| Stocks | 48.87 | 0.0 | 48.87 |
| Bonds | 0.0 | 0.0 | 0.0 |
| Other | 6.21 | 0.0 | 6.21 |
| Foreign Bonds | 0.0 | 0.0 | 0.0 |
| Foreign Stocks | 45.72 | 0.0 | 45.72 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 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 | |
|---|---|---|---|
| Bny Mellon Cash Reserve Eod Fund | --- | --- | 6.21 |
| Yum Brands Inc | YUM | 2.82 | 2.59 |
| HCC Insurance Holdings Inc. | HCC | 13.16 | 2.57 |
| Berkshire Hathaway Inc Class A | BRK.A | 19.13 | 2.53 |
| WellPoint Inc | WLP | 19.25 | 2.45 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 2.33 |
| Tod'S | TOD | --- | 2.31 |
| Loews Corporation | L | 10.07 | 2.3 |
| Google, Inc. Class A | GOOG | 15.98 | 2.28 |
| Compartamos, S.A.B. de C.V. | COMPARC | --- | 2.25 |
