| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
4
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.0 | 0.0 |
| Stocks | 98.95 | 98.95 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.05 | 1.05 |
| 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 | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 14.01 |
| International Business Machines Corp | IBM | 4.66 | 8.66 |
| Google, Inc. Class A | GOOG | 15.98 | 6.56 |
| Visa, Inc. | V | 9.74 | 4.94 |
| Microsoft Corporation | MSFT | 23.36 | 4.56 |
| MasterCard Incorporated Class A | MA | 10.06 | 4.08 |
| Accenture PLC | ACN | 21.17 | 3.33 |
| Mentor Graphics Corporation | MENT | 5.96 | 3.23 |
| Citrix Systems, Inc. | CTXS | -5.2 | 3.16 |
| Oracle Corporation | ORCL | -0.48 | 3.08 |
