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 0.5% -5.83 35,000,000 35,000,000 --- -34,781,250.00 --
US Treasury Note 2% -4.04 23,250,000 2,250,000 --- -24,109,157.00 --
Tobacco Settlement Fing Corp N Asset 5% 2.47 16,220,000 9,145,000 --- 14.76 --
Puerto Rico Comwlth Aqueduct & Swr Re 6% 2.29 13,650,000 11,650,000 --- 13.67 --
Tobacco Settlement Auth 2.25 13,875,000 7,000,000 --- 13.44 --
North Tex Twy Auth 8.91% 2.16 10,950,000 3,000,000 --- 12.88 --
US Treasury Bond 3.125% -2.10 12,000,000 0 --- -12,515,628.00 --
California St Go Bds 7.55% 1.97 8,170,000 5,000,000 --- 11.79 --
California St Go Bds 7.3% 1.90 8,185,000 5,365,000 --- 11.35 --
Central Plains Engy Proj Neb Gas Proj 5% 1.90 10,500,000 0 --- 11.34 --
Puerto Rico Sales Tax Fing Cor Sale 5.5% 1.88 10,875,000 0 --- 11.22 --
California Cnty Calif Tob Secu Asset Bac 1.85 11,500,000 11,500,000 --- 11.04 --
New York N Y City Mun Wtr Fin Second 4% 1.74 10,000,000 10,000,000 --- 10.42 --
Golden St Tob Securitization C Tobacco S 1.64 10,800,000 1,800,000 --- 9.77 --
Virginia Small Busn Fing A Rev Bds 5% 1.63 9,500,000 2,000,000 --- 9.73 --
California Pollution Ctl Fing Wtr Fur 5% 1.54 9,000,000 9,000,000 --- 9.18 --
US Treasury Bond 3% -1.53 9,000,000 7,000,000 --- -9,136,404.00 --
Tobacco Settlement Fing Corp N As 4.625% 1.45 8,880,000 200,000 --- 8.66 --
Texas Mun Gas Acquisition & Su Rev Bd 5% 1.45 7,900,000 7,900,000 --- 8.65 --
Municipal Elec Auth 7.055% 1.44 7,600,000 2,500,000 --- 8.61 --
Tobacco Settlement Auth 6.5% 1.41 8,505,000 2,775,000 --- 8.39 --
Golden St Tob Securitization C Toba 4.5% 1.39 8,850,000 4,950,000 --- 8.29 --
Puerto Rico Comwlth Aqueduct & Swr 5.75% 1.31 8,000,000 0 --- 7.83 --
Washington St Health Care Facs Rev Bd 5% 1.30 7,000,000 0 --- 7.76 --
New York N Y City Indl Dev Agy Re 7.625% 1.25 6,515,000 0 --- 7.44 --
YTD Return through 05-20-13| Portfolio Holdings as of 12-31-12