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% 6.09 89,810,000 89,810,000 --- 90.96 --
US Treasury Note 1.625% 2.70 41,100,000 -15,870,000 --- 40.38 --
Us 5yr Note (Cbt) Jun13 -2.69 324 324 --- -40,193,719.00 --
US Treasury Note 2% 1.86 27,100,000 0 --- 27.86 --
Us 10yr Note (Cbt) Jun13 1.56 177 177 --- 23.36 --
FNMA CMO 5% 1.45 19,250,380 238,638 --- 21.62 --
Fannie Mae Single Family TBA 3% 2028-04-01 1.29 18,295,000 18,295,000 --- 19.23 --
United Kingdom (Government Of) 4% 1.16 9,484,757 0 --- 17.29 --
Fannie Mae Single Family TBA 2.5% 2028-04-01 1.08 15,545,000 15,545,000 --- 16.13 --
FHLMC CMO 5.5% 0.98 12,918,564 176,014 --- 14.64 --
Fannie Mae Single Family TBA 3.5% 2043-05-01 0.95 13,539,000 13,539,000 --- 14.26 --
Fannie Mae Single Family TBA 4.5% 2043-04-01 0.94 13,000,000 13,000,000 --- 14.01 --
Fannie Mae Single Family TBA 3.5% 2043-04-01 0.91 12,934,000 12,934,000 --- 13.66 --
US Treasury Bond 1.75% 0.90 10,574,400 -47,619 --- 13.46 --
Fannie Mae Single Family TBA 5% 2043-04-01 0.87 12,000,000 12,000,000 --- 13.00 --
Fannie Mae Single Family TBA 3% 2043-04-01 0.68 9,794,000 9,794,000 --- 10.10 --
Brazil(Fed Rep Of) 10% 0.67 19,681,000 612,000 --- 9.96 --
FHLMC CMO 5.5% 0.60 8,000,000 0 --- 8.92 --
Euro-Bund Future Jun13 0.59 47 47 --- 8.77 --
FNMA 4.5% 0.55 7,575,524 7,575,524 --- 8.16 --
Amer Express 7% 0.51 6,100,000 0 --- 7.63 --
Cnooc Fin (2012) Limited 144A 3.875% 0.47 6,675,000 0 --- 7.05 --
FNMA CMO 0.47 6,995,906 -645,256 --- 7.03 --
FNMA CMO 0.46 7,236,893 -280,401 --- 6.87 --
Qatar St 4% 0.41 5,800,000 0 --- 6.13 --
YTD Return through 05-24-13| Portfolio Holdings as of 03-31-13