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)  
Fin Fut Emini S&P500 Cme 03/15/13 -91.02 3,221,050 3,221,050 --- -4,574,213,105.00 --
Irs Usd 3mls/1.50000s 03/18/15-16 Cme 50.24 -- -- --- 2,524.94 --
Pimco Fds 13.60 68,401,399 68,401,399 --- 683.67 --
US Treasury Note 0.375% 11.13 558,900,000 558,900,000 --- 559.51 --
Fin Fut S&P 500 Cme 03/14/13 -10.54 373,000 373,000 --- -529,697,300.00 --
Fin Fut Euro$ Cme 12/14/15 9.87 2,002,000,000 2,002,000,000 --- 496.07 --
Fin Fut Euro$ Cme 06/15/15 7.38 1,493,000,000 1,000,000 --- 370.67 --
Fin Fut Euro$ Cme 03/14/16 3.39 688,000,000 688,000,000 --- 170.26 --
FHLMC 0.75% 3.12 157,600,000 157,600,000 --- 156.73 --
FNMA 3.5% 3.02 141,403,729 -2,414,108 --- 151.89 --
US Treasury Note 1.625% 2.20 112,000,000 112,000,000 --- 110.79 --
Fannie Mae Single Family TBA 2.5% 2027-01-01 2.00 96,000,000 96,000,000 --- 100.41 --
US Treasury Bond 2.375% 1.78 66,022,284 44,991,885 --- 89.21 --
Irs Usd 3mls/2.75000s 06/20/12-42 Cme -1.59 80,400,000 80,400,000 --- -79,957,560.00 --
Cdx Bp Ig19 5y Cme -1.58 79,300,000 79,300,000 --- -79,500,801.00 --
Fin Fut Euro$ Cme 09/14/15 1.50 303,000,000 255,000,000 --- 75.16 --
Fannie Mae Single Family TBA 3% 2027-01-01 1.37 65,000,000 65,000,000 --- 68.63 --
Cdx Bp Hy19 5y Cme -1.15 57,500,000 57,500,000 --- -57,812,206.00 --
Spanish Govt Bd (Bonos Y Oblig) 1.13 42,600,000 3,100,000 --- 56.60 --
US Treasury Note 0.875% 1.12 57,000,000 0 --- 56.31 --
US Treasury Note 1% 1.12 56,300,000 0 --- 56.14 --
US Treasury Bond 2.375% 1.07 38,884,995 366,120 --- 53.70 --
Spanish Govt Bd (Bonos Y Oblig) 1.04 38,900,000 38,900,000 --- 52.42 --
FNMA 2.5% 1.01 48,657,453 48,657,453 --- 50.93 --
Morgan Stanley FRN 0.92 47,820,000 47,820,000 --- 46.37 --
YTD Return through 05-17-13| Portfolio Holdings as of 12-31-12