Our Funds - Holdings


Montag & Caldwell Balanced Fund - I Class (MOBIX)
Fund Profile Fact Sheet PDF
Overview Holdings Management Performance Fund Commentary

Display Full List of Holdings Click to view Sector Breakdown
Top Ten Holdings (as of 1/31/2010)
Company Ticker CUSIP Coupon Rate Maturity Date Number of Shares Market Value % of Net Assets
Hewlett-packard Co HPQ 428236103 -- -- 9,800 $461,286 3.06%
Coca-cola Co/the KO 191216100 -- -- 8,150 $442,138 2.94%
Abbott Laboratories ABT 002824100 -- -- 7,950 $420,873 2.80%
Mcdonald's Corp MCD 580135101 -- -- 6,700 $418,281 2.78%
Apple Inc AAPL 037833100 -- -- 2,175 $417,861 2.78%
Schlumberger Ltd SLB 806857108 -- -- 6,300 $399,798 2.66%
Wal-mart Stores Inc WMT 931142103 -- -- 7,400 $395,382 2.63%
Pepsico Inc PEP 713448108 -- -- 6,520 $388,722 2.58%
Google Inc-cl A GOOG 38259P508 -- -- 720 $381,182 2.53%
Merck & Co MRK 58933Y105 -- -- 9,971 $380,693 2.53%
  $4,106,216 27%



As the fund is actively managed, the securities as presented do not represent the current or future composition of the portfolio.



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