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Instuitional Investor - Willingdon Wealth Management

Fund Profile
Filing Period:
Fund Name: Willingdon Wealth Management
Portfolio Value $347,145,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. MSFT 192,391 $19,541 5.62%
Ishares Tr
324,360 $11,103 3.19%
3. IEF 39,272 $9,881 2.84%
4. SPY 30,774 $7,691 2.21%
5. JNJ 58,749 $7,582 2.18%