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)  
Houston Tex Wtr & Swr Sys Rev Ref R 5.5% 1.86 16,050,000 0 --- 21.79 --
Louisiana Pub Facs Auth 5.5% 1.68 15,070,000 85,000 --- 19.74 --
Massachusetts St Go Bds 4% 1.46 15,000,000 0 --- 17.13 --
Metropolitan Transn Auth 6% 1.43 13,330,000 0 --- 16.74 --
Westchester Tobacco Asset Secu Cap Appre 1.42 13,075,000 0 --- 16.64 --
Florida St Brd Ed Pub Ed Pub Ed Ca 5% 1.39 13,800,000 0 --- 16.37 --
Louisville & Jefferson Cnty Ky Re 6.125% 1.35 12,690,000 695,000 --- 15.86 --
San Marcos Calif Pub Facs Auth 1.32 17,295,000 0 --- 15.55 --
King Cnty Wash Go Ref Bd 5% 1.26 11,665,000 0 --- 14.79 --
Georgia St Go Ref Bd 5% 1.24 12,570,000 0 --- 14.60 --
San Antonio Tex Elec & Gas Rev Rev 5.65% 1.19 11,665,000 0 --- 14.03 --
Illinois Dev Fin Auth 1.12 16,860,000 250,000 --- 13.17 --
Dawson Ridge Met Dist 1.11 16,250,000 0 --- 13.02 --
Dawson Ridge Met Dist 1.08 15,795,000 0 --- 12.65 --
Pennsylvania Convention Ctr Au Rev Bd 6% 1.08 10,060,000 0 --- 12.63 --
Wisconsin St Go Ref Bd 5% 1.07 10,000,000 0 --- 12.54 --
Washington St Var Purp 5% 1.05 10,000,000 0 --- 12.37 --
Louisiana St G O Ref B 5% 1.05 10,000,000 0 --- 12.32 --
Montgomery Ala Bmc Spl Care Fa Rev Bds 1.04 11,385,000 0 --- 12.25 --
Maryland St Go Bds 5% 1.04 10,000,000 10,000,000 --- 12.24 --
San Joaquin Hills Calif Transn Sr Lien T 0.97 14,000,000 0 --- 11.34 --
Kendall Kane & Will Cntys Ill Go Sch Bd 0.92 13,625,000 0 --- 10.79 --
Forsyth Cnty Ga Hosp Auth 6.375% 0.90 8,050,000 0 --- 10.61 --
Univ Minn Univ Bds 5.5% 0.88 8,455,000 0 --- 10.38 --
Tarrant Cnty Tex Health Facs D Health 6% 0.87 7,990,000 0 --- 10.19 --
YTD Return through 06-14-13| Portfolio Holdings as of 03-31-13