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 0.875% 4.26 158,131,000 158,131,000 --- 161.15 --
Fnma 30yr Tba 3.5% May Tba 3.09 109,770,000 11,130,000 --- 117.08 --
US Treasury Bond 4.5% 2.58 73,065,100 0 --- 97.68 --
CD 2007-CD4 MTG TRUST 0.85 28,251,642 0 --- 32.30 --
Ml-Cfc Coml Mtg Tr 2007-7 CMO 0.67 22,016,127 0 --- 25.36 --
FNMA 4% 0.65 22,908,980 -725,932 --- 24.60 --
WACHOVIA CMBS 2007-C32 0.65 21,096,007 1,907,506 --- 24.55 --
Morgan Stanley 5.5% 0.64 20,255,000 0 --- 24.06 --
Life Tech 5% 0.62 20,509,000 10,380,000 --- 23.35 --
Bk Amer Fdg 5.65% 0.61 19,525,000 0 --- 23.22 --
JP MORGAN CHASE 2007-LDP12 0.60 21,360,633 0 --- 22.53 --
Ms Re-Remic Tr 2010-Gg10 CMO 0.52 17,036,082 0 --- 19.54 --
Jpmorgan Chase 3.2% 0.50 18,195,000 0 --- 18.80 --
Race Pt Iv Clo 2007-4 FRN 0.49 18,919,000 18,919,000 --- 18.65 --
FNMA 3% 0.49 17,430,000 0 --- 18.43 --
GS MTG COML 2007-GG10 0.48 15,788,108 0 --- 18.25 --
Fhlmc Gold 30yr Tba 3.5% May Tba 0.48 16,920,000 0 --- 18.01 --
Smart Us Tr 2012-4us FRN 0.47 17,816,000 0 --- 17.83 --
Goldman Sachs Grp 3.625% 0.47 16,972,000 0 --- 17.78 --
Jp Morgan Chase 2007-Ldp11 CMO 0.44 15,661,513 0 --- 16.71 --
GNMA 4% 0.44 15,152,954 -338,552 --- 16.67 --
California St Go Bds 7.6% 0.43 10,440,000 0 --- 16.24 --
FNMA 5.5% 0.43 14,734,509 -674,657 --- 16.18 --
Lorillard Tob 8.125% 0.41 11,989,000 0 --- 15.70 --
Gap Inc Del 5.95% 0.41 13,252,000 2,902,000 --- 15.65 --
YTD Return through 06-18-13| Portfolio Holdings as of 04-30-13