| OVERALL PORTFOLIO COMPOSITION (%) | |
| Cash: | 9.14 | | Stocks: | 90.86 | | Bonds: | N/A | | Other: | 0.00 |
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| TOP 10 HOLDINGS ( 29.50% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | YTD Return % | | Fidelity Instl MM Fds Government I | N/A | 5.47 | N/A | | Cisco Systems, Inc. | CSCO | 3.38 | 46.75 | | SCHLUMBERGER LTD | SLB | 3.17 | 54.71 | | eBay Inc. | EBAY | 2.79 | 71.92 | | MKS Instruments, Inc. | MKSI | 2.68 | 6.69 | | FLUOR CP (NEW) | FLR | 2.51 | -3.58 | | BOEING CO | BA | 2.46 | 29.83 | | Joy Global Inc. | JOYG | 2.43 | 143.36 | | KLA-Tencor Corporation | KLAC | 2.31 | 48.28 | | CARNIVAL CORP | CCL | 2.30 | 32.11 |
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| Averages | BUFGX | Category Avg | | Price/Earnings | 18.76 | 20.13 | | Price/Book | 3.15 | 2.82 | | Price/Sales | 1.68 | 1.62 | | Price/Cashflow | 12.00 | 11.73 | | Median Market Cap | 13.42B | 29.37B | | 3 Year Earnings Growth | 10.34% | 16.36% |
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| Sector | | BUFGX | Category Avg | | Utilities | | 0.00 | 0.73 | | Business services | | 8.16 | 6.25 | | Financials | | 3.84 | 10.36 | | Telecommunications | | 0.00 | 7.37 | | Media | | 0.00 | 1.61 | | Consumer goods | | 14.06 | 8.57 | | Energy | | 5.06 | 8.07 | | Hardware | | 23.49 | 15.26 | | Health | | 10.89 | 13.67 | | Software | | 6.72 | 6.46 | | Consumer services | | 9.27 | 11.68 | | Industrial materials | | 18.51 | 9.95 |
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| Sector | BUFGX | Category Avg | | US GOVERNMENT | N/A | N/A | | AAA | N/A | 37.62 | | AA | N/A | 2.97 | | A | N/A | 12.10 | | BBB | N/A | 17.88 | | BB | N/A | 13.33 | | B | N/A | 10.64 | | BELOW B | N/A | 4.73 | | OTHER | N/A | 0.73 |
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| Averages | BUFGX | Category Avg | |
Maturity
| N/A | 6.22 | |
Duration
| N/A | 3.94 | |
Credit Quality
| N/A | A |
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0.49% Nasdaq 
Holdings
