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)  
Maryland St Health & Higher Ed Var Rate 0.83 10,955,000 0 --- 10.96 --
Loudoun Cnty Va Indl Dev Auth 0.53 7,000,000 0 --- 7.00 --
Ford Motor Credit Co 0% 05/03/13 0.50 6,620,000 6,620,000 --- 6.62 --
Harris Cnty Tex Health Facs De Var Rate 0.50 6,600,000 6,600,000 --- 6.60 --
Lower Neches Valley Auth 0.50 6,585,000 6,585,000 --- 6.59 --
Univ Mich Univ Revs Rev Bds 0.49 6,470,000 0 --- 6.47 --
Connecticut St Health & Edl Fa Adj Rev B 0.48 6,290,000 0 --- 6.29 --
Ba Credit Card Tr 2007-10a FRN 0.47 6,150,000 0 --- 6.16 --
FHLMC CMO 0.37 4,850,616 -254,728 --- 4.85 --
FNMA CMO 0.36 4,706,558 -21,089 --- 4.71 --
Discover Card Exe Tr 2011-1 FRN 0.35 4,673,000 0 --- 4.68 --
Mississippi Busn Fin Corp Var Rev B 0.34 4,500,000 1,495,000 --- 4.50 --
Lb Sml Bal Coml 2006-1 CMO 0.34 5,140,498 3,975,018 --- 4.44 --
Morgan Stanley FRN 0.33 4,350,000 2,650,000 --- 4.37 --
Chase Issuance Tr 2012-1a FRN 0.33 4,355,000 0 --- 4.36 --
Structured Asset Secs 2006-Eq1 FRN 0.32 4,366,396 -80,345 --- 4.28 --
Mastr Asset Bkd Secs 2006-Nc1 FRN 0.32 4,305,092 -149,859 --- 4.21 --
FFCB FRN 0.30 4,000,000 4,000,000 --- 4.00 --
FHLMC CMO 0.30 3,996,571 -100,916 --- 4.00 --
Univ Tex Perm Univ Fd Var Rate 0.29 3,895,000 3,895,000 --- 3.90 --
Gs Mortgage Secs 2004-Sea2 FRN 0.29 3,898,600 0 --- 3.86 --
Ml Mtg Investors 2004-E CMO 0.29 3,981,845 -15,179 --- 3.81 --
Structured Asset Sec 2006-Gel4 FRN 0.28 3,876,665 -96,840 --- 3.74 --
Jp Morgan Chase Cmbs 2006-Fl2 CMO 0.28 3,727,377 -50,789 --- 3.68 --
Ncua Guarn Nts Tr 2010-R2 CMO 0.28 3,646,712 -57,107 --- 3.66 --
YTD Return through 06-17-13| Portfolio Holdings as of 04-30-13