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 2.5% 7.28 14,420,000 0 --- 15.09 --
Govt Natl Mtg Asso 3.5% 6.31 12,150,000 12,150,000 --- 13.07 --
US Treasury Note 3.25% 5.94 11,130,000 0 --- 12.31 --
Fannie Mae Single Family TBA 5.5% 2043-04-01 -3.63 6,900,000 6,900,000 --- -7,525,312.00 --
Ginnie Mae Single Family TBA 3% 2043-04-01 3.33 6,600,000 6,600,000 --- 6.90 --
Freddie Mac Gold Single Family TBA 4% 2043-04-01 3.23 6,300,000 6,300,000 --- 6.70 --
US Treasury Note 2% 2.99 6,005,000 0 --- 6.19 --
Ginnie Mae Jumbos TBA 3% 2043-04-01 -2.92 5,800,000 5,800,000 --- -6,058,281.00 --
US Treasury Bond 5.375% 2.45 3,655,000 0 --- 5.08 --
FHLMC 3.5% 2.39 4,700,000 4,700,000 --- 4.95 --
Freddie Mac Gold Single Family TBA 5% 2043-04-01 2.02 3,900,000 3,900,000 --- 4.19 --
Fannie Mae Single Family TBA 5% 2043-04-01 1.83 3,500,000 3,500,000 --- 3.79 --
FHLMC 5.5% 1.80 3,449,345 -192,170 --- 3.74 --
GNMA 4% 1.75 3,316,567 -59,334 --- 3.63 --
Ginnie Mae Jumbos TBA 4.5% 2043-04-01 1.64 3,100,000 3,100,000 --- 3.39 --
Fannie Mae Single Family TBA 4% 2043-04-01 -1.59 3,100,000 3,100,000 --- -3,304,891.00 --
Fannie Mae Single Family TBA 3% 2043-04-01 -1.59 3,200,000 3,200,000 --- -3,300,500.00 --
Ginnie Mae Single Family TBA 4% 2043-04-01 1.53 2,900,000 2,900,000 --- 3.16 --
Ginnie Mae Jumbos TBA 3.5% 2043-04-01 1.44 2,800,000 2,800,000 --- 2.99 --
FHLMC 4.5% 1.24 2,400,000 2,400,000 --- 2.57 --
Fannie Mae Single Family TBA 4% 2028-04-01 1.08 2,100,000 2,100,000 --- 2.25 --
US Treasury Note 0.875% 1.08 2,225,000 0 --- 2.24 --
FHLMC 5.5% 0.96 1,846,437 -105,763 --- 2.00 --
Govt Natl Mtg Asso 4.5% 0.95 1,800,000 1,800,000 --- 1.97 --
US Treasury Bond 3.125% 0.87 1,800,000 0 --- 1.81 --
YTD Return through 05-17-13| Portfolio Holdings as of 03-31-13