Tracking Portfolios - Open Positions 4

Thinking about it, the downfall has been way past Chinese RTOs. I'd suggest For Profit education and nursing homes-related business have been another source of MFI under performance.

Date	Stock	Initial Price	End Price	Percent Change	52 week low	Mkt Cap
10/28/2011	AFAM	19.64	16.31	-17.0%	12.50	178
10/28/2011	AMAT	12.53	10.82	-13.6%	9.70	16,522
10/28/2011	AMED	13.95	10.91	-21.8%	9.12	410
10/28/2011	APOL	48.16	53.76	11.6%	34.43	6,486
10/28/2011	ASTX	2.05	1.66	-19.0%	1.51	124
10/28/2011	CECO	17.15	7.86	-54.2%	6.22	1,326
10/28/2011	CHKE	12.95	12.62	-2.5%	11.39	117
10/28/2011	CMTL	33.41	29.26	-12.4%	23.51	816
10/28/2011	CPIX	5.82	5.72	-1.7%	4.80	117
10/28/2011	CPLA	36.62	35.15	-4.0%	26.12	524
10/28/2011	CRAY	6.82	6.51	-4.5%	4.96	244
10/28/2011	DELL	16.31	14.90	-8.6%	12.99	29,931
10/28/2011	DLB	30.74	31.27	1.7%	25.70	3,418
10/28/2011	DLX	23.38	22.74	-2.7%	17.50	1,247
10/28/2011	EGY	7.29	6.09	-16.5%	4.57	422
10/28/2011	ESI	66.87	57.44	-14.1%	50.22	1,822
10/28/2011	GNI	105.00	122.85	17.0%	92.00	157
10/28/2011	GTAT	8.95	7.23	-19.2%	6.40	1,084
10/28/2011	GTIV	4.50	6.99	55.3%	2.81	133
10/28/2011	HPQ	27.82	25.88	-7.0%	21.50	54,034
10/28/2011	HRB	15.24	16.08	5.5%	11.43	4,672
10/28/2011	KLIC	10.04	9.38	-6.6%	6.71	764
10/28/2011	LHCG	16.00	13.50	-15.6%	12.34	290
10/28/2011	LPS	17.63	15.11	-14.3%	12.91	1,497
10/28/2011	LTXC	6.51	5.68	-12.7%	4.81	337
10/28/2011	MANT	35.72	32.45	-9.2%	29.33	1,389
10/28/2011	MDF	6.70	7.82	16.7%	3.79	277
10/28/2011	MIPS	5.76	4.40	-23.6%	3.87	279
10/28/2011	MNTA	12.24	17.15	40.1%	10.15	629
10/28/2011	MPAA	10.14	7.39	-27.1%	6.70	127
10/28/2011	MSFT	26.78	26.03	-2.8%	23.65	229,173
10/28/2011	NOC	57.39	58.49	1.9%	49.20	15,306
10/28/2011	NVMI	7.78	7.27	-6.6%	5.11	195
10/28/2011	OSK	21.89	22.76	4.0%	14.07	2,001
10/28/2011	PDLI	6.01	6.16	2.5%	4.66	854
10/28/2011	PETS	10.16	10.12	-0.4%	8.51	216
10/28/2011	PRSC	12.62	13.71	8.6%	8.35	170
10/28/2011	PRX	31.72	33.34	5.1%	24.85	1,144
10/28/2011	PWER	4.91	3.83	-22.0%	3.68	511
10/28/2011	RTN	43.54	48.37	11.1%	38.35	15,475
10/28/2011	SNDK	53.38	50.52	-5.4%	32.24	12,442
10/28/2011	STRA	86.91	97.87	12.6%	69.34	1,070
10/28/2011	TER	15.02	13.75	-8.5%	10.37	2,712
10/28/2011	TNAV	9.03	8.07	-10.6%	7.20	401
10/28/2011	TSRA	14.68	16.79	14.4%	11.13	762
10/28/2011	UNTD	6.00	5.64	-6.0%	4.80	532
10/28/2011	USMO	13.00	14.15	8.8%	12.29	300
10/28/2011	VECO	28.13	21.32	-24.2%	20.35	1,167
10/28/2011	VG	3.41	2.48	-27.3%	2.04	763
10/28/2011	VPHM	20.60	27.77	34.8%	14.62	1,496
11/25/2011	AFAM	12.53	16.31	30.2%	12.50	117
11/25/2011	AMAT	10.16	10.82	6.5%	9.70	13,386
11/25/2011	AMED	9.78	10.91	11.6%	9.12	294
11/25/2011	APOL	44.75	53.76	20.1%	34.43	5,839
11/25/2011	CECO	6.91	7.86	13.7%	6.22	525
11/25/2011	CHKE	11.86	12.62	6.4%	11.39	102
11/25/2011	CJES	19.25	22.00	14.3%	12.65	999
11/25/2011	CMTL	29.28	29.26	-0.1%	23.51	709
11/25/2011	CPIX	5.89	5.72	-2.9%	4.80	119
11/25/2011	CPLA	32.00	35.15	9.8%	26.12	469
11/25/2011	CRAY	5.60	6.51	16.3%	4.96	203
11/25/2011	DELL	14.22	14.90	4.8%	12.99	25,525
11/25/2011	DLB	30.00	31.27	4.2%	25.70	3,313
11/25/2011	DLX	19.79	22.74	14.9%	17.50	1,006
11/25/2011	EGY	5.13	6.09	18.7%	4.57	293
11/25/2011	ESI	51.52	57.44	11.5%	50.22	1,374
11/25/2011	FRX	28.63	30.45	6.4%	28.47	7,649
11/25/2011	GME	21.51	23.92	11.2%	18.34	2,977
11/25/2011	GNI	104.83	122.85	17.2%	92.00	157
11/25/2011	GTAT	7.30	7.23	-1.0%	6.40	928
11/25/2011	GTIV	5.17	6.99	35.2%	2.81	158
11/25/2011	HRB	14.22	16.08	13.1%	11.43	4,406
11/25/2011	KLAC	42.08	48.51	15.3%	33.20	7,013
11/25/2011	KLIC	8.29	9.38	13.1%	6.71	601
11/25/2011	LPS	16.39	15.11	-7.8%	12.91	1,389
11/25/2011	MANT	30.61	32.45	6.0%	29.33	1,125
11/25/2011	MDF	6.62	7.82	18.1%	3.79	272
11/25/2011	MNTA	14.57	17.15	17.7%	10.15	746
11/25/2011	MRX	29.93	33.78	12.9%	24.97	1,837
11/25/2011	MSFT	24.30	26.03	7.1%	23.65	204,363
11/25/2011	NBIX	6.00	8.19	36.5%	5.42	332
11/25/2011	NOC	53.42	58.49	9.5%	49.20	14,185
11/25/2011	NSU	5.10	5.62	10.2%	4.32	1,019
11/25/2011	NVMI	5.80	7.27	25.3%	5.11	147
11/25/2011	OSIR	4.13	5.19	25.7%	4.12	136
11/25/2011	PDLI	5.89	6.16	4.6%	4.66	842
11/25/2011	PETS	8.96	10.12	12.9%	8.51	183
11/25/2011	PRX	29.01	33.34	14.9%	24.85	1,058
11/25/2011	PWER	4.26	3.83	-10.1%	3.68	442
11/25/2011	RTN	43.12	48.37	12.2%	38.35	14,920
11/25/2011	SNDK	45.56	50.52	10.9%	32.24	10,948
11/25/2011	STRA	88.03	97.87	11.2%	69.34	1,057
11/25/2011	TER	11.68	13.75	17.7%	10.37	2,151
11/25/2011	TNAV	8.24	8.07	-2.1%	7.20	339
11/25/2011	TSRA	15.59	16.79	7.7%	11.13	803
11/25/2011	UIS	21.20	20.27	-4.4%	13.77	920
11/25/2011	USMO	13.07	14.15	8.3%	12.29	289
11/25/2011	VECO	22.04	21.32	-3.3%	20.35	853
11/25/2011	VG	2.20	2.48	12.7%	2.04	496
11/25/2011	VPHM	21.95	27.77	26.5%	14.62	1,548