http://www.fulleram.org A Registered Investment Advisor based in Scottsdale, Arizona Wed, 01 Jul 2009 16:18:41 +0000 http://backend.userland.com/rss092 en Lawrence Fuller, Managing Director and Portfolio Manager The stock market spent most of June treading water as it worked to solidify three months of consecutive gains. The Dow Jones Industrials and Standard & Poor’s 500 were virtually unchanged, while the Nasdaq Composite managed to climb 3.4%. The market took ... http://www.fulleram.org/market-outlook/june-2009-market-review-and-july-outlook/ Lawrence Fuller, Managing Director and Portfolio Manager PDF version of the Market Outlook Stocks soared for a third straight month in May as the green shoots that have taken root begin to blossom. We see a bright light at the end of the tunnel most believed was leading to another Great ... http://www.fulleram.org/market-outlook/may-2009-market-review-and-june-outlook/ Lawrence Fuller, Managing Director and Portfolio Manager PDF version of the Market Outlook The stock market continued its ascent, which began in early March, despite a healthy dose of skepticism from bearish investors, and a consensus view that still believes the worst is yet to come. The Dow Jones Industrials (+7.3%), ... http://www.fulleram.org/market-outlook/april-2009-market-review-and-may-outlook/ Fuller Asset Management Large Cap Growth Portfolio March 31, 2009 [TABLE=4] *Composite inception 10/17/2005 [TABLE=5] Fuller Asset Management, LLC (“Fuller Asset Management”) is an SEC registered investment adviser. The Fuller Large Cap Growth Composite Portfolio (the “Composite Portfolio”) represents actual client accounts invested according to Fuller Asset Management’s proprietary investment strategy. The Composite Portfolio ... http://www.fulleram.org/fund-performance/q1-2009-composite-performance/ SECTOR DISTRIBUTION FULLER GROWTH S&P 500 INDEX Financials 19.36% 10.81% Technology 39.05% 17.98% Energy 2.22% 13.02% Health Care 0.0% 15.28% Industrials 12.35% 9.71% Consumer Staples 4.07% 12.80% Consumer Discretionary 12.78% 8.77% Telecommunications 1.05% 3.98% Utilities 0.0% 4.32% Materials 6.87% 3.33% Cash 2.25% 0.0% TOP 10 HOLDINGS ALLOCATION SECTOR CISCO 5.10% Technology MORGAN STANLEY 4.92% Financials ORACLE 4.48% Technology AKAMAI TECHNOLOGIES 4.45% Technology MOSAIC 4.40% Materials BANK OF AMERICA 4.33% Financials GENERAL CABLE 4.26% Industrials ARCHER DANIELS MIDLAND 4.07% Industrials SUNTECH POWER 3.88% Technology RESEARCH IN MOTION 3.80% Technology The sector distribution percentages are based on weight, not performance, and are subject to change at any time without notice. A comprehensive list of holdings is available upon request. http://www.fulleram.org/large-cap-growth-fund/fuller-large-cap-growth-portfolio-as-of-march-31-2009/ Lawrence Fuller, Managing Director and Portfolio Manager PDF version of the Market Outlook The stock market surged more than 20% last month following a public relations blitzkrieg by Ben Bernanke, Timothy Geithner and President Obama. The Dow Jones Industrials (+7.7%), Standard & Poor’s 500 (+8.5%) and Nasdaq Composite (+11%) all finished ... http://www.fulleram.org/market-outlook/march-2009-market-review-and-april-outlook/ SECTOR DISTRIBUTION FULLER GROWTH S&P 500 INDEX Financials 18.27% 13.29% Technology 36.28% 15.27% Energy 1.97% 13.34% Health Care 0.0% 14.79% Industrials 14.84% 11.08% Consumer Staples 3.94% 12.88% Consumer Discretionary 13.61% 8.40% Telecommunications 1.08% 3.83% Utilities 0.0% 4.19% Materials 5.62% 2.93% Cash 4.39% 0.0% TOP 10 HOLDINGS ALLOCATION SECTOR CISCO 4.65% Technology ORACLE 4.12% Technology NASDAQ OMX GROUP 4.00% Financials ARCHER DANIELS MIDLAND 3.94% Consumer Staples SUNTECH POWER 3.64% Technology GENERAL CABLE 3.57% Industrials MICROSOFT 3.45% Technology GENERAL ELECTRIC 3.43% Industrials MOSAIC 3.41% Materials RESEARCH IN MOTION 3.35% Technology The sector distribution percentages are based on weight, not performance, and are subject to change at any time without notice. A comprehensive list of holdings is available upon request. http://www.fulleram.org/large-cap-growth-fund/fuller-large-cap-growth-portfolio-as-of-december-31-2008/ Fuller Asset Management Large Cap Growth Portfolio December 31, 2008 [TABLE=2] *Composite inception 10/17/2005 [TABLE=3] Fuller Asset Management, LLC (“Fuller Asset Management”) is an SEC registered investment adviser. The Fuller Large Cap Growth Composite Portfolio (the “Composite Portfolio”) represents actual client accounts invested according to Fuller Asset Management’s proprietary investment strategy. The Composite Portfolio ... http://www.fulleram.org/fund-performance/q4-2008-composite-performance/ Lawrence Fuller, Managing Director and Portfolio Manager PDF version of the Market Outlook The stock market is digesting a worst case scenario for the economy that could see unemployment rise to 10%, home prices fall an additional 15-20% and the recession last through year-end. February, a terrible month for stocks, ends ... http://www.fulleram.org/market-outlook/february-2009-market-review-and-march-outlook/ Lawrence Fuller, Managing Director and Portfolio Manager PDF version of the Market Outlook The stock market finished the month of January at the lower end of a trading range established approximately 8% above the bear market lows reached last November, as Congress deliberates the size and structure of the economic recovery plan ... http://www.fulleram.org/market-outlook/january-2009-market-review-and-february-outlook/