EDELMAN FINANCIAL GROUP INC.
600 TRAVIS, HOUSTON, Texas, 77002, (713) 993-4610
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 1,037 |
| New Positions | 283 |
| Increased Positions | 578 |
| Decreased Positions | 212 |
| Positions with Activity | 790 |
| Sold Out Positions | 85 |
| Total Mkt Value (in $ millions) |
353 |
Sector Weighting
| Basic Materials | 3.42% |
| Capital Goods | 1.46% |
| Conglomerates | 0.14% |
| Consumer Cyclical | 2.91% |
| Consumer/Non-Cyclical | 2.79% |
| Energy | 28.09% |
| Financial | 23.49% |
| Healthcare | 3.96% |
| Services | 22.04% |
| Technology | 8.82% |
| Transportation | 0.49% |
| Utilities | 2.28% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
1,037 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| REPUBLIC SVCS INC | COM | 3 | 5.88 | 90 | |
| BARCLAYS BK PLC | IPATH S&P500 VIX | 3 | New | 170 | |
| WELLPOINT INC | COM | 3 | New | 40 | |
| MORGAN STANLEY | COM NEW | 3 | -4 | (58.94) | 124 |
| MAXIM INTEGRATED PRODS INC | COM | 3 | 3 | New | 100 |
| NATIONAL PRESTO INDS INC | COM | 3 | New | 40 | |
| BPZ RESOURCES INC | COM | 3 | New | 1,500 | |
| COHEN & STEERS QUALITY RLTY FD | COM | 3 | 3 | New | 233 |
| HOWARD HUGHES CORP | COM | 3 | 3 | New | 28 |
| SPECTRUM BRANDS HLDGS INC | COM | 3 | -2 | (37.5) | 50 |
| HDFC BANK LTD | ADR REPS 3 SHS | 3 | 3 | New | 70 |
| EXPEDIA INC DEL | COM NEW | 3 | 3 | New | 50 |
| FIRSTENERGY CORP | COM | 3 | New | 66 | |
| ISHARES INC | MSCI SWEDEN | 3 | New | 83 | |
| STAR SCIENTIFIC INC | COM | 3 | New | 2,000 | |
| KROGER CO | COM | 3 | -4 | (60.98) | 80 |
| TIFFANY & CO NEW | COM | 3 | 3 | New | 35 |
| ISHARES TR | EPRA/NAR DEV R/E | 3 | New | 74 | |
| SIGMA DESIGNS INC | COM | 3 | New | 570 | |
| MERITOR INC | COM | 3 | New | 370 |
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