BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 03/31/2014

Position Statistics

Total Positions 106
New Positions 9
Increased Positions 46
Decreased Positions 47
Positions with Activity 93
Sold Out Positions 7
Total Mkt Value (in $ millions) 237

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.67%
Capital Goods 1.08%
Conglomerates
Consumer Cyclical 0.44%
Consumer/Non-Cyclical 5.2%
Energy 2.76%
Financial 65.87%
Healthcare 5.95%
Services 5.37%
Technology 7.67%
Transportation
Utilities 1.01%

106 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
BROOKFIELD ASSET MGMT INC CL A LTD VT SH -237 Sold Out 0
ELECTRONICS FOR IMAGING INC COM -285 Sold Out 0
KEYCORP NEW COM -142 Sold Out 0
KRAFT FOODS GROUP INC COM -400 Sold Out 0
VERIZON COMMUNICATIONS INC COM -228 Sold Out 0
WEYERHAEUSER CO COM -207 Sold Out 0
WISDOMTREE TR EM LCL DEBT FD -7,556 Sold Out 0
PRECISION AEROSPACE COMPONENTS COM NEW 2 2 New 17,100
TIME INC NEW COM 25 2 8.45 1,027
SIRIUS XM HLDGS INC COM 52 New 15,000
NAVIDEA BIOPHARMACEUTICALS INC COM 70 New 52,700
SERGO PLC REIT SHS 81 81 New 14,055
GOOGLE INC CL C 119 119 New 202
GOOGLE INC CL A 120 120 New 202
MILLER HERMAN INC COM 185 185 New 6,314
NAM TAI PPTY INC SHS 197 New 27,283
ENTERPRISE PRODS PARTNERS L P COM 236 New 3,075
LEUCADIA NATL CORP COM 241 New 9,642
CITIGROUP INC COM NEW 256 6 2.20 5,120
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 261 -12 (4.51) 10,242