WUSIF Portfolio
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TickerCompany NameSectorPortfolio ManagerPurchase Date3 Year Evaluation Date5 Year Sell Pitch DateSharesPurchase PriceCost BasisCurrent PriceDay's GainTotal Gain$Total %Last Closing PriceMonths OwnedTotal Current Value
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JRCCJames River Coal CompanyEnergy and Natural ResourcesDirk Doebler4/25/20114/24/20144/23/201614022.643,169.60#N/A#N/A#N/A#N/A#N/A77#N/A
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AMDAdvanced Micro DevicesTechnologyLenny Shou4/25/20114/24/20144/23/20163508.713,048.50#N/A#N/A#N/A#N/A13.4177#N/A
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SCCOSouthern Copper CorpEnergy and Natural ResourcesYaekyum Lee3/28/20133/27/20163/27/20188037.573,005.60#N/A#N/A#N/A#N/A39.6254#N/A
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CATCaterpillar Inc.IndustrialsGreg Porter3/23/20123/23/20153/22/201730107.833,234.90#N/A#N/A#N/A#N/A124.7966#N/A
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UTEKUltratech Inc.TechnologyZach Jacobs4/16/20134/15/20164/15/20188236.853,021.70#N/A#N/A#N/A#N/A30.2353#N/A
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TEVATeva PharmaceuticalsHealthcareRichard Markel10/31/201110/30/201410/29/20167540.863,064.50#N/A#N/A#N/A#N/A17.1571#N/A
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RTRuby TuesdaysConsumerMichael Blech10/4/201210/4/201510/3/20174107.323,001.20#N/A#N/A#N/A#N/A2.160#N/A
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SPRSpirit AeroSystemsIndustrialsDirk Doebler - Alice Liu (reinvest)4/5/20134/4/20164/4/201816222.953,717.91#N/A#N/A#N/A#N/A78.954#N/A
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ESVENSCO PLCEnergy and Natural ResourcesUnknown6/8/20116/7/20146/6/20164553.962,428.20#N/A#N/A#N/A#N/A5.2275#N/A
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BPOBrookfield Office PropertiesFinanceNoah Roth4/1/20103/31/20133/31/201520015.463,092.00#N/A#N/A#N/A#N/A20.5290#N/A
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GLWCorning IncorporatedTechnologyDanny Nemer4/23/20124/23/20154/22/201723013.213,038.30#N/A#N/A#N/A#N/A30.165#N/A
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QCOMQUALCOMM, Inc.TechnologyDanny Nemer2/27/20122/26/20152/25/20175063.313,165.50#N/A#N/A#N/A#N/A60.567#N/A
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DFSDiscover FinancialFinanceLuke Qiu4/16/20134/15/20164/15/20186743.014,473.04#N/A#N/A#N/A#N/A60.553#N/A
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USBU.S. BancorpFinanceLuke Qiu2/6/20132/6/20162/5/20189033.613,024.90#N/A#N/A#N/A#N/A53.7455#N/A
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UPLUltra PetroleumEnergy and Natural ResourcesYaekyum Lee1/24/20131/24/20161/23/201816018.422,947.20#N/A#N/A#N/A#N/A8.6556#N/A
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FLRFluor CorporationIndustrialsGreg Porter11/16/201211/16/201511/15/20176051.823,109.20#N/A#N/A#N/A#N/A41.158#N/A
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BBBYBed Bath & BeyondConsumerMichael Blech2/7/20132/7/20162/6/20185059.202,960.00#N/A#N/A#N/A#N/A22.2555#N/A
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TRWTRW Automotive HoldingsConsumerMichael Blech4/5/20134/4/20164/4/20185653.973,022.32#N/A#N/A#N/A#N/A105.4654#N/A
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ARRSArris Group, Inc.TelecommunicationsPhilip Voron4/1/20103/31/20133/31/201525011.982,995.00#N/A#N/A#N/A#N/A28.3190#N/A
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MCKMcKesson CorporationHealthcareNabil Salem4/23/20124/23/20154/22/20173590.653,172.75#N/A#N/A#N/A#N/A152.5765#N/A
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SNHSenior Housing Properties TrustFinanceNoah Roth4/23/20094/22/20124/22/201420016.203,240.00#N/A#N/A#N/A#N/A19.54101#N/A
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ACASAmerican Capital LtdFinanceTrevor Erickson3/21/20113/20/20143/19/20163309.052,986.50#N/A#N/A#N/A#N/A17.9978#N/A
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AGOAssured GuarantyFinanceKevin Huang10/18/201210/18/201510/17/201722014.193,121.80#N/A#N/A#N/A#N/A41.3359#N/A
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FFord Motor CompanyIndustrialsChris Morehouse4/27/20124/27/20154/26/201725011.602,900.00#N/A#N/A#N/A#N/A11.7265#N/A
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AUYYamana Gold Inc.Energy and Natural ResourcesUnknown - Yaekyum Lee (reinvest)10/18/201210/18/201510/17/20171807.961,432.80#N/A#N/A#N/A#N/A2.759#N/A
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AKAMAkami TechnologiesTechnologyLenny Shou4/1/20103/31/20133/31/201510031.423,142.00#N/A#N/A#N/A#N/A47.5290#N/A
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PLProtective Life Corp.FinanceKevin Huang4/11/20124/11/20154/10/201711028.053,085.50#N/A#N/A#N/A#N/A69.9565#N/A
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HGGhhgregg, IncConsumerPhilip Voron4/25/20114/24/20144/23/201625012.033,007.50#N/A#N/A#N/A#N/A232.0977#N/A
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HSYThe Hershey CompanyConsumerMichael Blech12/31/201112/30/201412/29/20165058.782,939.00#N/A#N/A#N/A#N/A107.5569#N/A
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CBIChurch & Dwight CoConsumerUnknown - Michael Blech (reinvest)11/16/201211/16/201511/15/20176027.682,878.72#N/A#N/A#N/A#N/A16.2658#N/A
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MUMicron Technology, Inc.TechnologyLenny Shou10/25/201010/24/201310/24/20152607.822,033.20#N/A#N/A#N/A#N/A35.9183#N/A
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NUSNu Skin EnterprisesConsumerAlice Liu12/6/201212/6/201512/5/20177044.863,140.20#N/A#N/A#N/A#N/A61.158#N/A
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CACA, Inc.TechnologyTodd Schiller - Zach Jacobs (reinvest)3/4/20133/3/20163/3/201812314.971,841.31#N/A#N/A#N/A#N/A32.3655#N/A
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BRPBrookfield Residential PropertiesFinanceNoah Roth6/10/20116/9/20146/8/20162010.00200.00#N/A#N/A#N/A#N/A24.2475#N/A
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LIFELife Technologies CorpHealthcareUnknown3/31/20093/30/20123/30/20149032.492,924.10#N/A#N/A#N/A#N/A3.88102#N/A
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Chicago Bridge & IronIndustrialsAlik Ulmasov11/4/201011/3/201311/3/201512024.752,970.00#N/A#N/A#N/A#N/A#N/A83#N/A
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Cash$20,282.00
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Holdings
Industry Breakdown
Past Holdings