CalTrust Short Term Fund

Portfolio Holdings as of 7/28/2010

Ticker Cusip Description S&P Rating
(6/30/2010)*
Mat.Date Years Shares Price Value
AE081511 02586GAA0 AMERICAN EXPRESS ISSUANCE TRUST AAA 8/15/2011 1.1 5,000,000.000 99.9950 $4,999,750.00
AH032712 02666QZJ5 AMERICA HONDA FINANCE 3/27/2012 A+ 3/27/2012 1.7 6,000,000.000 99.4293 $5,965,758.00
BA051513 05522RAR9 BANK OF AMERICA CREDIT CARD 5/15/13 AAA 5/15/2013 2.8 3,345,000.000 101.5947 $3,398,342.72
BA061512 06052JAB8 BANK OF AMERICA AUTO TRUST 6/15/12 AAA 6/15/2012 1.9 4,600,000.000 100.0817 $4,603,758.20
BS112811 073928S53 BEAR STEARNS COS LLC 11/28/2011 A+ 11/28/2011 1.3 3,200,000.000 99.9526 $3,198,483.20
CB051013 17305EDF9 CITIBANK CREDIT CARD ISSUANCE 5/10/13 5/10/2013 2.8 3,000,000.000 103.7278 $3,111,834.00
CC102212 17305ECU7 CITIBANK CREDIT CARD ISSUANCE 10/22/12 AAA 10/22/2012 2.2 6,000,000.000 100.9580 $6,057,480.00
CI031513 161571AQ7 CHASE ISSUANCE TRUST 3/15/13 AAA 3/15/2013 2.7 3,500,000.000 101.8409 $3,564,431.50
CI091712 161571CF9 CHASE ISSUANCE TRUST 9/17/12 AAA 9/17/2012 2.2 1,525,000.000 100.5785 $1,533,822.13
CI121712 161571AW4 CHASE ISSUANCE TRUST 12/17/12 AAA 12/17/2012 2.4 5,600,000.000 100.8867 $5,649,655.20
CM080210 2063C1H29 CONCORD MINUTEMEN CAP CO 8/2/2010 A-1 8/2/2010 0.1 6,000,000.000 99.9950 $5,999,699.92
CM080310 2063C1H37 CONCORD MINUTEMEN CAP CO 8/3/2010 8/3/2010 0.1 3,000,000.000 99.9944 $2,999,833.31
CS111511 22541LAB9 CREDIT SUISSE USA INC 6.125% 11/15/11 A+ 11/15/2011 1.3 3,700,000.000 106.1004 $3,925,714.80
DICXX 26188J206 Dreyfus Cash Management - Inst NR 8/1/2010 0.1 3,681,027.830 100.0000 $3,681,027.83
FF020111 31331JCY7 FEDERAL FARM CREDIT BANK 0.35% 2/1/2011 AAA 2/1/2011 0.6 5,000,000.000 100.0392 $5,001,960.00
FF030112 31331JFQ1 FEDERAL FARM CREDIT BANK 3/1/2012 AAA 3/1/2012 1.7 6,705,000.000 100.4837 $6,737,432.09
FF122311 31331G6Q7 FEDERAL FARM CREDIT BANK 1.05% 12/23/11 AAA 12/23/2011 1.4 6,000,000.000 100.3069 $6,018,414.00
FH012111 3133XSVR6 FEDERAL HOME LOAN BANK 1.625% 1/21/11 AAA 1/21/2011 0.5 10,000,000.000 100.6807 $10,068,070.00
FH021811 3133XECU1 FED HM LN BK BD 4.625% 2/18/11 AAA 2/18/2011 0.6 5,000,000.000 102.3804 $5,119,020.00
FH031411 3133XX4G9 FEDERAL HOME LOAN BANK 0.5% 3/14/2011 AAA 3/14/2011 0.7 5,000,000.000 100.0139 $5,000,695.00
FH032312 3133XXEK9 FEDERAL HOME LOAN BANK 1.125% 3/23/12 AAA 3/23/2012 1.7 2,000,000.000 100.1101 $2,002,202.00
FH041811 3133XVDM0 FEDERAL HOME LOAN BANK 0.7% 4/18/2011 AAA 4/18/2011 0.8 5,000,000.000 100.2584 $5,012,920.00
FH050611 3133XVDU2 FEDERAL HOME LOAN BANK 0.8% 5/6/2011 AAA 5/6/2011 0.8 3,000,000.000 100.4358 $3,013,074.00
FH051711 313384FS3 FED HOME LN DISCOUNT NT 5/17/2011 AAA 5/17/2011 0.8 6,000,000.000 99.7323 $5,983,938.00
FH052711 313384GC7 FED HOME LN DISCOUNT NT 5/27/2011 AAA 5/27/2011 0.8 4,000,000.000 99.7232 $3,988,928.00
FH061011 3133XFJY3 FEDERAL HOME LOAN BANK 5.25% 6/10/2011 AAA 6/10/2011 0.9 20,000,000.000 104.0622 $20,812,440.00
FH090911 3133XRY46 FEDERAL HOME LOAN BANK 3.75% 9/9/2011 AAA 9/9/2011 1.2 5,000,000.000 103.7048 $5,185,240.00
FH122710 3133XVZ87 FEDERAL HOME LOAN BANK 0.4% 12/27/2010 AAA 12/27/2010 0.4 5,000,000.000 100.0046 $5,000,230.00
FH122910 3133XV5G2 FEDERAL HOME LOAN BANK .57% 12/29/10 AAA 12/29/2010 0.4 10,000,000.000 100.1525 $10,015,250.00
FH61011 3133XR4U1 FED HOME LOAN BANK 3.125% 6/10/2011 AAA 6/10/2011 0.9 4,135,000.000 102.1544 $4,224,084.44
FM011212 31398AB43 FANNIE MAE 0.875% 1/12/2012 AAA 1/12/2012 1.5 3,000,000.000 100.4473 $3,013,419.00
FM012612 3128X9TY6 FREDDIE MAC 1.25% 1/26/2012 AAA 1/26/2012 1.5 15,000,000.000 100.3509 $15,052,635.00
FM040512 31398AK84 FANNIE MAE 4/5/2012 AAA 4/5/2012 1.8 5,000,000.000 100.1351 $5,006,755.00
FM041111 3137EABK4 FREDDIE MAC 2.75% 4/11/2011 AAA 4/11/2011 0.8 10,000,000.000 101.6833 $10,168,330.00
FM051911 31398ARH7 FANNIE MAE 3.375% 5/19/2011 AAA 5/19/2011 0.8 8,000,000.000 102.4827 $8,198,616.00
FM062911 313396HM8 FREDDIE MAC DISCOUNT NT 6/29/2011 6/29/2011 0.9 5,000,000.000 99.6836 $4,984,180.00
FM070612 3134G1JU9 FREDDIE MAC 1.1% 7/6/2012 7/6/2012 2.0 13,755,000.000 100.2133 $13,784,339.42
FM072012 3134G1KZ6 FREDDIE MAC 1.00% 7/20/2012 7/20/2012 2.0 3,000,000.000 100.1190 $3,003,570.00
FM082411 3128X9AL4 FREDDIE MAC 1.50% 8/24/2011 AAA 8/24/2011 1.1 1,000,000.000 100.0706 $1,000,706.00
FM092811 31398AZH8 FANNIE MAE 1.25% 9/28/2011 AAA 9/28/2011 1.2 10,245,000.000 100.1024 $10,255,490.88
FM102111 3134G1AP9 FREDDIE MAC 10/21/2011 AAA 10/21/2011 1.2 10,000,000.000 100.0362 $10,003,620.00
FM112311 31398AZN5 FANNIE MAE 1.00% 11/23/2011 11/23/2011 1.3 5,000,000.000 100.7131 $5,035,655.00
FN042511 313588EU5 FNMA DISCOUNT 4/25/11 AAA 4/25/2011 0.8 2,500,000.000 99.7750 $2,494,375.00
FN050411 313588FD2 FNMA DISCOUNT 5/4/2011 AAA 5/4/2011 0.8 11,500,000.000 99.7442 $11,470,583.00
GE081511 36962G2N3 GENERAL ELEC CAP CORP 08/15/11 AA+ 8/15/2011 1.1 3,000,000.000 99.9162 $2,997,486.00
GE110112 36962GZ49 GENERAL ELEC CAP CORP 11/1/2012 AA+ 11/1/2012 2.3 8,245,000.000 98.0806 $8,086,745.47
GO082710 38362WHT1 GOVCO LLC 8/27/2010 A-1 8/27/2010 0.1 3,000,000.000 99.9581 $2,998,742.88
GO082710 38362WHT1 GOVCO LLC 8/27/2010 A-1 8/27/2010 0.1 5,000,000.000 99.9581 $4,997,904.83
GS020612 38141GEW0 GOLDMAN SACHS GROUP INC 2/6/2012 A 2/6/2012 1.6 5,450,000.000 98.7767 $5,383,330.15
GS100711 38141EJV2 GOLDMAN SACHS GROUP INC 10/7/2011 A 10/7/2011 1.2 1,530,000.000 99.6834 $1,525,156.02
HP052711 428236AX1 HEWLETT-PACKARD CO 2.25% 5/27/2011 A 5/27/2011 0.8 8,000,000.000 101.3982 $8,111,856.00
IB072811 459200GK1 IBM CORP 7/28/2011 A+ 7/28/2011 1.0 5,000,000.000 100.6249 $5,031,245.00
IR031514 463655DY3 IRVINE RANCH CALIF WTR DIST 3/15/2014 AAA 3/15/2014 3.7 6,375,000.000 108.3370 $6,906,483.75
JP022311 481247AG9 JPMORGAN CHASE & CO 1.65% 2/23/2011 AAA 2/23/2011 0.6 5,000,000.000 100.7840 $5,039,200.00
JP122111 46623ECS6 JPMORGAN CHASE & CO 12/21/2011 A+ 12/21/2011 1.4 5,000,000.000 99.8149 $4,990,745.00
LC080310 52468KH38 LEGACY CAPITAL LLC 8/3/2010 8/3/2010 0.1 7,000,000.000 99.9944 $6,999,611.10
LX080310 52952MH37 LEXINGTON PKR CAP CO 8/3/2010 8/3/2010 0.1 5,000,000.000 99.9944 $4,999,722.19
ML060512 59018YE72 MERRILL LYNCH & CO 6/5/2012 A 6/5/2012 1.9 3,000,000.000 98.2472 $2,947,416.00
MS011811 617446YT0 MORGAN STANLEY 1/18/2011 A 1/18/2011 0.5 3,085,000.000 99.6834 $3,075,232.89
MS10912 61746BCX2 MORGAN STANLEY 1/9/2012 A 1/9/2012 1.5 3,000,000.000 97.9885 $2,939,655.00
NY081610 64952WAE3 NEW YORK LIFE GLOBAL FDG 4.625% 8/16/2010 AAA 8/16/2010 0.1 7,000,000.000 100.1083 $7,007,581.00
OC011511 68402LAE4 ORACLE CORP 5.00% 1/15/2011 A 1/15/2011 0.5 6,530,000.000 101.8666 $6,651,888.98
TG011211 87244EAA0 TIAA GLOBAL MARKETS 4.875% 1/12/2011 AAA 1/12/2011 0.5 8,320,000.000 101.4337 $8,439,283.85
TN022811 912828KE9 US TREASURY N/B 0.875% 2/28/11 AAA 2/28/2011 0.6 800,000.000 100.3750 $803,000.00
TN033111 912828KH2 US TREASURY N/B 0.875% 3/31/11 AAA 3/31/2011 0.7 5,000,000.000 100.4219 $5,021,095.00
TN043011 912828KL3 US TREASURY N/B 4/30/11 AAA 4/30/2011 0.8 5,000,000.000 100.4453 $5,022,265.00
TV011811 880591DN9 TENN VALLEY AUTHORITY 5.625% AAA 1/18/2011 0.5 2,100,000.000 102.5407 $2,153,354.70
US061512 90290FAB2 USAA AUTO OWNER TRUST 6/15/12 AAA 6/15/2012 1.9 10,000,000.000 99.9789 $9,997,890.00
US080111 90333WAA6 US BANK NA 6.375% 8/1/2011 A+ 8/1/2011 1.1 3,635,000.000 105.4675 $3,833,743.63
UT030111 913017BD0 UNITED TECHNOLOGIES CORP 6.35% 3/1/2011 A 3/1/2011 0.7 2,275,000.000 103.2474 $2,348,878.35

Totals 390,336,027.830 $393,655,275.43
* Security ratings are updated monthly at month-end.