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)  
Fannie Mae Single Family TBA 3.5% 2043-04-01 6.34 92,540,000 92,540,000 --- 97.75 --
US Treasury Note 0.125% 4.12 63,545,000 25,510,000 --- 63.49 --
US Treasury Note 2.375% 3.56 51,125,000 31,120,000 --- 54.95 --
Fannie Mae Single Family TBA 3% 2043-04-01 3.52 52,590,000 52,590,000 --- 54.26 --
US Treasury Note 2.125% 3.24 48,015,000 12,215,000 --- 49.93 --
Freddie Mac Gold Single Family TBA 4% 2043-04-01 2.20 31,915,000 31,915,000 --- 33.93 --
US Treasury Bond 3.875% 2.20 29,255,000 -11,740,000 --- 33.84 --
Fannie Mae Single Family TBA 5% 2043-04-01 2.06 29,325,000 29,325,000 --- 31.77 --
Fannie Mae Single Family TBA 4% 2043-04-01 1.84 26,615,000 26,615,000 --- 28.38 --
US Treasury Note 1.75% 1.31 19,440,000 11,880,000 --- 20.27 --
Italy(Rep Of) 4.75% 0.97 11,120,000 -8,390,000 --- 15.00 --
Spain Kingdom 144a 4% 0.90 13,975,000 0 --- 13.86 --
Fannie Mae Single Family TBA 3% 2028-04-01 0.85 12,445,000 12,445,000 --- 13.09 --
Fannie Mae Single Family TBA 2.5% 2028-04-01 0.78 11,620,000 11,620,000 --- 12.06 --
Cvs Caremark 144A 8.353% 0.67 7,617,493 -14,783 --- 10.38 --
Bbva U S Sr S A Unipersonal 4.664% 0.64 9,635,000 0 --- 9.89 --
Bk Amer 5% 0.53 7,225,000 0 --- 8.11 --
Americredit Auto Rec 2011-5 5.05% 0.49 6,895,000 0 --- 7.50 --
Jp Morgan Chase Cmbs 2011-C3 CMO 4.7171% 0.48 6,410,000 0 --- 7.44 --
Ford Motor Credit Co 5% 0.47 6,595,000 0 --- 7.28 --
Discover Finl Svcs 5.2% 0.47 6,400,000 0 --- 7.19 --
Ally Finl 5.5% 0.47 6,615,000 0 --- 7.19 --
Standard Chartered 144A 3.95% 0.46 7,155,000 0 --- 7.14 --
Santander Drive Auto 2011-1 3.11% 0.46 6,860,000 0 --- 7.06 --
General Elec Cap FRN 0.46 64,000 0 --- 7.04 --
YTD Return through 05-22-13| Portfolio Holdings as of 03-31-13