Stocks that represent 6% or more of Portfolio:

ESRX=8% CATEGORY=HEALTHCARE

FCX=7% CATEGORY=METALS(COPPER AND GOLD)

FLR=7%  CATEGORY=OIL

SWK=7%  CATEGORY=HOME TOOLS

SLB=6%  CATEGORY =OIL

ESV=6% CATEGORY=OIL

BRCM=6% CATEGORY=TECH

ETP=6%= PIPELINE MLP