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)  
PIMCO Enhanced Short Maturity ETF 11.51 600,000 0 --- 60.96 --
Cfc Managed Futures 8.59 6,100,734 0 --- 45.49 --
Kkr Finl Clo 2007 A 144A FRN 4.25 22,699,150 -1,601,793 --- 22.48 --
Emporia Pref Fdg Ii 2006-2 FRN 1.93 10,349,415 -1,804,565 --- 10.24 --
Csfb Coml Mtg Ptc 2007-Tfl2 CMO 1.82 9,773,230 -6,970 --- 9.64 --
Ms Re-Remic Tr 2012-Io CMO 1% 1.76 9,407,602 9,407,602 --- 9.34 --
Comm 2007-Fl14 CMO 1.35 7,258,294 -1,558 --- 7.17 --
Guggenheim Enhanced Short Dur Bond ETF 1.33 140,000 0 --- 7.04 --
Comm 2006-Fl12 CMO 0.99 5,465,000 0 --- 5.24 --
Ubs Coml Mtg Tr 2007-Fl1 CMO 0.91 4,866,208 -4,012,816 --- 4.83 --
Wachovia Cmbs 2006-Whale7 CMO 0.79 4,250,000 0 --- 4.16 --
Aspen Ins Hldgs 6% 0.78 3,920,000 0 --- 4.15 --
J P Morgan Chase & Co Mtn Be FRN 0.76 4,000,000 0 --- 4.01 --
Nomura Hldgs FRN 0.61 3,200,000 0 --- 3.21 --
Acis Clo 2013-1 Ltd / Acis Clo 144A FRN 0.60 3,200,000 0 --- 3.20 --
Goldman Sachs Grp FRN 0.57 3,000,000 3,000,000 --- 3.00 --
Csfb Coml Mtg Ptc 2006-Tfl2 CMO 0.55 3,000,000 0 --- 2.90 --
Topix Jun13 0.54 174 7 --- 2.86 --
Osaka Nikkei Jun13 0.52 145 18 --- 2.76 --
Wpp Fin Uk 8% 0.49 2,400,000 0 --- 2.61 --
Bk Amer Fdg 4.5% 0.48 2,400,000 0 --- 2.55 --
Ras Laffan Liquefied Nat Gas 5.832% 0.47 2,326,800 -258,800 --- 2.51 --
Morgan Stanley 4.2% 0.47 2,400,000 0 --- 2.51 --
Xstrata Fin Cda 144A 2.85% 0.46 2,400,000 0 --- 2.46 --
Macquarie Grp Ltd Sr Mtn 144a 144A 7.3% 0.39 1,920,000 0 --- 2.05 --
YTD Return through 05-20-13| Portfolio Holdings as of 04-30-13