- March monthly performance was: -1.16%
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AUM of $10.2M
- 52-week performance vs. the S&P 500 is: -19%
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$0.16 in dividends were paid in March
- Top 10 Holdings as of 2/28/2017: Anheuser Busch Inbev Fin 4.9% (BUD/46): 1.98921%, Goldman Sachs Grp 6.125% (GS33): 1.82557%, Anheuser Busch Inbev Fin 4.7% (BUD/36): 1.77793%, Comcast Corp New 2.35%, Jpmorgan Chase 4.95% (JPM45): 1.3543%, Oracle 4% (ORCL46): 1.34203%, Verizon Comms 4.862% (VZ46): 1.22931%, Wells Fargo Co Mtn Be 5.375% (WFC43): 1.1582%, Verizon Comms 4.4% (VZ34B): 1.13351%, Microsoft 3.95%