Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
US Treasury Note 1.75% 10.46 48,900,000 4,500,000 --- 50.57 --
US Treasury Note 1.375% 4.51 21,200,000 16,700,000 --- 21.79 --
US Treasury Note 1.875% 3.99 18,600,000 0 --- 19.27 --
US Treasury Note 0.375% 3.21 15,500,000 7,500,000 --- 15.53 --
US Treasury Note 0.625% 2.91 14,000,000 -4,500,000 --- 14.08 --
US Treasury Note 1.5% 2.29 10,700,000 3,000,000 --- 11.08 --
US Treasury Note 1.875% 2.23 9,826,370 -42,745 --- 10.78 --
US Treasury Note 0.5% 1.93 9,300,000 -700,000 --- 9.34 --
US Treasury Note 1.5% 1.86 8,700,000 -4,000,000 --- 9.01 --
US Treasury Note 1.625% 1.25 5,166,287 5,166,287 --- 6.03 --
General Elec Cap Corp Mtn Be 2.15% 0.74 3,500,000 0 --- 3.59 --
FNMA CMO 4% 0.74 3,373,140 -429,163 --- 3.59 --
Bk Amer Fdg 4.5% 0.72 3,260,000 360,000 --- 3.46 --
Citigroup 6.01% 0.67 3,000,000 0 --- 3.25 --
US Treasury Note 2.25% 0.64 3,000,000 -18,500,000 --- 3.11 --
US Treasury Note 2.375% 0.62 2,900,000 -400,000 --- 3.02 --
Goldman Sachs Grp 3.625% 0.59 2,700,000 2,500,000 --- 2.87 --
Abbvie 144A 1.2% 0.56 2,700,000 0 --- 2.72 --
FNMA CMO 0.53 2,544,143 -244,064 --- 2.56 --
Wells Fargo Co Mtn Be 1.5% 0.53 2,500,000 0 --- 2.54 --
US Treasury Note 0.50 2,230,514 2,230,514 --- 2.41 --
Morgan Stanley 6% 0.45 2,000,000 2,000,000 --- 2.18 --
FNMA CMO 4% 0.45 1,994,403 -322,698 --- 2.17 --
US Treasury Note 2.125% 0.43 2,000,000 0 --- 2.10 --
Ford Motor Credit Co 3.875% 0.43 2,000,000 0 --- 2.08 --
YTD Return through 05-23-13| Portfolio Holdings as of 03-31-13