| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
4
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
---
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.06 | 1.06 |
| Stocks | 48.67 | 48.67 |
| Bonds | 0.0 | 0.0 |
| Other | 0.82 | 0.82 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 49.45 | 49.45 |
| 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 | |
|---|---|---|---|
| International Business Machines Corp | IBM | 4.66 | 1.81 |
| Hitachi, Ltd. | 6501 | --- | 1.64 |
| Discover Financial Services | DFS | 13.75 | 1.64 |
| Valero Energy Corporation | VLO | 14.24 | 1.59 |
| Chevron Corp | CVX | 12.05 | 1.57 |
| AIA Group Ltd. | AAIGF | --- | 1.47 |
| WisdomTree Japan Hedged Equity | --- | --- | 1.4 |
| Svenska Cellulosa AB | SCA B | --- | 1.4 |
| Express Scripts | ESRX | 10.43 | 1.38 |
| Berkshire Hathaway Inc Class B | BRK.B | 18.31 | 1.38 |
