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% 9.79 172,534,000 -40,690,000 --- 173.29 --
Freddie Mac Gold Single Family TBA 3% 2043-04-01 5.78 99,560,000 99,560,000 --- 102.27 --
Fannie Mae Single Family TBA 5.5% 2043-04-01 5.50 89,200,000 89,200,000 --- 97.30 --
US Treasury Note 0.75% 5.45 96,352,000 96,352,000 --- 96.34 --
FHLMC 3.5% 4.67 78,420,000 78,420,000 --- 82.55 --
US Treasury Bond 2.75% 3.16 60,293,000 60,293,000 --- 55.89 --
Freddie Mac Gold Single Family TBA 3% 2028-04-01 2.67 45,000,000 45,000,000 --- 47.17 --
US Treasury Note 0.375% 1.54 27,130,000 27,130,000 --- 27.20 --
FNMA 6% 0.87 14,016,100 -1,784,673 --- 15.48 --
Freddie Mac Gold Single Family TBA 4% 2043-04-01 0.84 14,000,000 14,000,000 --- 14.88 --
FHLMC 5% 0.72 11,885,573 -1,654,563 --- 12.76 --
Goldman Sachs Grp Inc Mtn Be 7.5% 0.66 9,357,000 -2,531,000 --- 11.72 --
Fannie Mae Single Family TBA 4.5% 2028-04-01 0.55 9,000,000 9,000,000 --- 9.68 --
Viterra 144A 5.95% 0.54 8,940,000 0 --- 9.63 --
Bk Amer Fdg 7.625% 0.50 7,000,000 0 --- 8.90 --
Qvc 144A 7.375% 0.50 8,000,000 0 --- 8.86 --
FNMA 5.5% 0.50 8,037,195 -1,111,777 --- 8.80 --
FNMA 5.5% 0.49 7,853,311 -1,131,814 --- 8.67 --
Gs Mtg Secs Tr 2012-Gc6 CMO 0.47 7,300,000 0 --- 8.38 --
Comm Mtg Tr 2013-Wwp CMO 3.8979% 0.46 8,156,600 8,156,600 --- 8.07 --
Eni S P A 144A 5.7% 0.44 7,400,000 -2,000,000 --- 7.72 --
FNMA 5.5% 0.43 6,971,323 -959,391 --- 7.69 --
Canadian Oil Sands 144A 7.75% 0.43 6,000,000 666,000 --- 7.57 --
Mbna Cc Master Tr 2006-5a FRN 0.42 7,500,000 0 --- 7.50 --
Americredit Auto Recv 2012-4 0.49% 0.42 7,471,556 -1,444 --- 7.47 --
YTD Return through 06-18-13| Portfolio Holdings as of 03-31-13