- September monthly performance was: +0.53%
-
AUM of $35.3M
- 52-week performance vs. the S&P 500 is: +17%
- No dividends were paid in September
- Top 10 Holdings as of 8/31/2017: Berkshire Hathaway Inc B (BRK.B): 16.88808%, JPMorgan Chase & Co (JPM): 7.59891%, Bank of America Corporation (BAC): 6.4243%, Citigroup Inc (C): 5.95992%, Wells Fargo & Co (WFC): 5.85138%, Prudential Financial Inc (PRU): 3.68544%, MetLife Inc (MET): 3.44433%, American International Group Inc (AIG): 3.42272%, Morgan Stanley (MS): 2.75352%, Goldman Sachs Group Inc (GS): 2.70589%