March 2005

Portfolio holdings and performance details

Monthly Return
+0.02%
Portfolio Value
$1,021,914.99M
S&P 500 Index
$1,000,000.00M
Portfolio Holdings
Stock positions for March 2005
CompanyTickerStart PriceEnd PriceDividendsGain
Amer Power Conv
APCC$22.02$26.15-+0.19%
Dillards Inc-A
DDS$23.30$26.90-+0.15%
Hewlett Packard
HPQ$20.80$21.94-+0.05%
Molex Inc
MOLXE$25.13$26.36-+0.05%
Sabre Hldg Corp
TSG$21.08$21.88-+0.04%
Dollar General
DG$21.23$21.91-+0.03%
Southwest Air
LUV$13.85$14.24$0.0100+0.03%
Limited Inc
LTD$23.78$24.30$0.1500+0.03%
Circuit City Gp
CC$15.63$16.05-+0.03%
Gap Inc
GPS$21.33$21.84-+0.02%
Mattel Inc
MAT$20.92$21.35-+0.02%
Bell South
BLS$25.80$26.29-+0.02%
Tjx Cos Inc
TJX$24.42$24.63-+0.01%
Ims Health Inc
RX$24.35$24.39-+0.00%
Schwab(Chas)
SCH$10.50$10.51-+0.00%
Janus Cap Grp
JNS$14.03$13.95--0.01%
Sara Lee
SLE$22.40$22.16--0.01%
Intel Corp
INTC$23.99$23.23--0.03%
Appld Bios-Appl
ABI$20.54$19.74--0.04%
Visteon Corp
VC$6.71$5.71--0.15%