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 0.875% 6.88 20,000,000 20,000,000 --- 20.27 --
DWS Government Cash Instl 5.81 17,128,784 -13,609,882 --- 17.13 --
FNMA 2.5% 3.39 9,623,714 -384,666 --- 10.00 --
FNMA 2.5% 3.09 8,745,056 8,745,056 --- 9.10 --
FHLMC 2% 3.08 9,000,000 0 --- 9.07 --
FNMA 3.5% 3.05 8,504,585 8,504,585 --- 8.99 --
FNMA 4.875% 2.75 7,000,000 0 --- 8.11 --
FNMA 3% 2.27 6,478,859 6,478,859 --- 6.69 --
US Treasury Note 1.25% 2.26 6,500,000 6,500,000 --- 6.66 --
FHLMC CMO 3.5% 2.19 6,000,000 0 --- 6.45 --
Illinois Hsg Dev Auth 2.75% 2.08 6,100,000 6,100,000 --- 6.13 --
Virginia St Hsg Dev Auth 3.25% 2.08 6,100,000 6,100,000 --- 6.12 --
FNMA 4.5% 2.06 5,486,645 -476,865 --- 6.07 --
FNMA 3% 1.99 5,566,367 -492,045 --- 5.86 --
FHLMC CMO 4% 1.97 5,300,000 0 --- 5.80 --
FNMA 3% 1.86 5,211,863 5,211,863 --- 5.49 --
Ally Mstr Owner Tr 2012-4 1.72% 1.84 5,350,000 5,350,000 --- 5.43 --
FNMA 2.5% 1.83 5,187,397 5,187,397 --- 5.40 --
FNMA CMO 1.48 4,317,973 -192,805 --- 4.36 --
Fedex 8% 1.34 3,010,000 0 --- 3.96 --
Amer Express 7% 1.27 3,000,000 0 --- 3.75 --
Jpmorgan Chase 6.3% 1.25 3,000,000 0 --- 3.67 --
FNMA FRN 1.24 3,434,009 -225,744 --- 3.66 --
Provident Bk Md Baltimore 9.5% 1.22 3,500,000 0 --- 3.61 --
Chicago Ill Go Bds 7.781% 1.21 2,740,000 0 --- 3.56 --
YTD Return through 06-17-13| Portfolio Holdings as of 03-31-13